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

Tiemann 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
2023 Q4	–	Sell	-2,500	Closed	-$245K	–	188
2023 Q3	$245K	Hold	2,500	–	–	0.13%	157
2023 Q2	$245K	Hold	2,500	–	–	0.12%	167
2023 Q1	$244K	Hold	2,500	–	–	0.13%	168
2022 Q4	$242K	Hold	2,500	–	–	0.14%	162
2022 Q3	$245K	Hold	2,500	–	–	0.16%	136
2022 Q2	$246K	Hold	2,500	–	–	0.13%	158
2022 Q1	$248K	Hold	2,500	–	–	0.11%	173
2021 Q4	$250K	Hold	2,500	–	–	0.11%	189
2021 Q3	$252K	Hold	2,500	–	–	0.12%	172
2021 Q2	$252K	Buy	+2,500	New	+$252K	0.12%	179

Other funds holding EMNT

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

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

DWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWP

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

MIA

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

Tiemann Investment Advisors's EMNT Position: Q4 2023 in Review

Tiemann Investment Advisors sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q4 2023, closing a stake of 2,500 shares — an estimated $245K sold.

Tiemann Investment Advisors first reported a position in EMNT in Q2 2021 and held it in 10 quarters. The position peaked at $252K in Q3 2021. 59 funds tracked by Wall St. Rank hold EMNT as of Q4 2023.

Tiemann Investment Advisors reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q4 2023 after selling out during the quarter.
Tiemann Investment Advisors sold 2,500 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q4 2023, an estimated $245K.
Tiemann Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q2 2021 and held it in 10 quarters.
Tiemann Investment Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $252K in Q3 2021.
59 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q4 2023.

Based on Tiemann Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.