Sax Wealth Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Sax Wealth 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 Q2	$1.15M	Buy	11,661 +183	+2%	+$18.1K	0.05%	211
2026 Q1	$1.13M	Hold	11,478	–	–	0.05%	179
2025 Q4	$1.13M	Buy	11,478 +34	+0.3%	+$3.36K	0.05%	183
2025 Q3	$1.13M	Buy	11,444 +7,944	+227%	+$784K	0.06%	171
2025 Q2	$346K	Hold	3,500	–	–	0.02%	315
2025 Q1	$346K	Hold	3,500	–	–	0.02%	269
2024 Q4	$344K	Hold	3,500	–	–	0.03%	243
2024 Q3	$346K	Buy	3,500 +625	+22%	+$61.7K	0.03%	206
2024 Q2	$284K	Hold	2,875	–	–	0.03%	215
2024 Q1	$284K	Buy	+2,875	New	+$283K	0.03%	151

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

Sax Wealth Advisors's EMNT Position: Q2 2026 in Review

Sax Wealth Advisors increased its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 1.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 11,661 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #211.

Sax Wealth Advisors first reported a position in EMNT in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold EMNT as of Q2 2026.

Sax Wealth Advisors held 11,661 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $1.15M as of Q2 2026.
Sax Wealth Advisors bought 183 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2026, an estimated $18.1K.
PIMCO Enhanced Short Maturity Active ESG ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Sax Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2024 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.