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

Robertson Stephens 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 Q1	$1.48M	Buy	14,983 +1,582	+12%	+$156K	0.04%	244
2025 Q4	$1.33M	Sell	13,401 -3,558	-21%	-$351K	0.04%	257
2025 Q3	$1.68M	Sell	16,959 -453	-3%	-$44.7K	0.05%	195
2025 Q2	$1.72M	Sell	17,412 -564	-3%	-$55.6K	0.06%	207
2025 Q1	$1.78M	Sell	17,976 -3,611	-17%	-$356K	0.07%	204
2024 Q4	$2.13M	Buy	21,587 +2,955	+16%	+$292K	0.08%	191
2024 Q3	$1.84M	Buy	18,632 +12	+0.1%	+$1.18K	0.07%	203
2024 Q2	$1.84M	Buy	+18,620	New	+$1.83M	0.1%	157

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

Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 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 $59.6B AUM 29.42% 1-Year Est. Return