WealthShield Partners’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

WealthShield Partners’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	$591K	Buy	5,978 +195	+3%	+$19.3K	0.07%	229
2025 Q4	$570K	Buy	5,783 +406	+8%	+$40.1K	0.06%	231
2025 Q3	$532K	Sell	5,377 -2,962	-36%	-$292K	0.06%	232
2025 Q2	$824K	Sell	8,339 -1,417	-15%	-$140K	0.1%	189
2025 Q1	$963K	Buy	9,756 +50	+0.5%	+$4.93K	0.12%	168
2024 Q4	$960K	Buy	9,706 +5,171	+114%	+$510K	0.14%	154
2024 Q3	$449K	Buy	4,535 +308	+7%	+$30.4K	0.06%	219
2024 Q2	$417K	Buy	4,227 +111	+3%	+$10.9K	0.06%	216
2024 Q1	$406K	Buy	4,116 +916	+29%	+$90.1K	0.07%	209
2023 Q4	$315K	Buy	3,200 +268	+9%	+$26.3K	0.05%	235
2023 Q3	$288K	Buy	2,932 +222	+8%	+$21.7K	0.04%	254
2023 Q2	$265K	Buy	2,710 +2,562	+1,731%	+$250K	0.04%	265
2023 Q1	$14.5K	Sell	148 -2,379	-94%	-$232K	﹤0.01%	428
2022 Q4	$248K	Sell	2,527 -1,523	-38%	-$149K	0.05%	260
2022 Q3	$398K	Sell	4,050 -1,216	-23%	-$120K	0.08%	222
2022 Q2	$519K	Buy	5,266 +749	+17%	+$74K	0.1%	195
2022 Q1	$448K	Buy	+4,517	New	+$451K	0.07%	247

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 $377B 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 $59.8B AUM 29.42% 1-Year Est. Return