Milestone Investment Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Milestone Investment Advisors’s Portfolio EMNT Stock Details EMNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.61M	Buy	97,116 +1,332	+1%	+$132K	2.32%	18
2025 Q4	$9.44M	Sell	95,784 -14,903	-13%	-$1.47M	2.29%	17
2025 Q3	$10.9M	Buy	110,687 +6,678	+6%	+$659K	2.72%	9
2025 Q2	$10.3M	Buy	104,009 +35,762	+52%	+$3.52M	2.68%	10
2025 Q1	$6.74M	Buy	68,247 +30,005	+78%	+$2.96M	1.87%	18
2024 Q4	$3.76M	Buy	38,242 +3,620	+10%	+$357K	1.02%	28
2024 Q3	$3.43M	Sell	34,622 -214	-0.6%	-$21.1K	0.96%	32
2024 Q2	$3.44M	Buy	34,836 +191	+0.6%	+$18.8K	0.91%	30
2024 Q1	$3.42M	Hold	34,645	–	–	0.92%	26
2023 Q4	$3.39M	Sell	34,645 -568	-2%	-$55.7K	0.99%	26
2023 Q3	$3.46M	Buy	35,213 +3,027	+9%	+$296K	0.98%	28
2023 Q2	$3.15M	Buy	32,186 +5,023	+18%	+$491K	0.98%	26
2023 Q1	$2.65M	Buy	27,163 +117	+0.4%	+$11.4K	0.82%	29
2022 Q4	$2.62M	Buy	+27,046	New	+$2.64M	0.92%	26

Other funds holding EMNT

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return