Modera Wealth Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Modera Wealth Management’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 Q2	$1.04M	Sell	10,506 -129	-1%	-$12.7K	0.01%	343
2026 Q1	$1.05M	Hold	10,635	–	–	0.01%	322
2025 Q4	$1.05M	Sell	10,635 -224	-2%	-$22.1K	0.01%	329
2025 Q3	$1.07M	Sell	10,859 -202	-2%	-$19.9K	0.01%	327
2025 Q2	$1.09M	Sell	11,061 -232	-2%	-$22.9K	0.01%	318
2025 Q1	$1.12M	Sell	11,293 -149	-1%	-$14.7K	0.02%	309
2024 Q4	$1.13M	Sell	11,442 -375	-3%	-$37K	0.01%	310
2024 Q3	$1.17M	Sell	11,817 -510	-4%	-$50.3K	0.01%	291
2024 Q2	$1.22M	Sell	12,327 -889	-7%	-$87.5K	0.02%	268
2024 Q1	$1.3M	Sell	13,216 -845	-6%	-$83.1K	0.02%	267
2023 Q4	$1.38M	Sell	14,061 -4,319	-23%	-$423K	0.02%	257
2023 Q3	$1.8M	Buy	18,380 +175	+1%	+$17.1K	0.03%	223
2023 Q2	$1.78M	Buy	+18,205	New	+$1.78M	0.03%	235

Other funds holding EMNT

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIA

Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Modera Wealth Management's EMNT Position: Q2 2026 in Review

Modera Wealth Management reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 10,506 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #343.

Modera Wealth Management first reported a position in EMNT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q3 2023. 86 funds tracked by Wall St. Rank hold EMNT as of Q2 2026.

Modera Wealth Management held 10,506 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $1.04M as of Q2 2026.
Modera Wealth Management sold 129 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2026, an estimated $12.7K.
PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #343 holding.
Modera Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $1.8M in Q3 2023.
86 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.