Milestone Investment Advisors LLC Reduced Holdings in Q2 2025

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.13K
- 26.04%
$498.8 - $620.9 $2.56M - $3.19M
14.6K $9.05M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-13.9K
- 29.47%
$82.17 - $99.96 $1.14M - $1.39M
33.3K $3.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.89K
- 3.86%
$24.32 - $27.87 $241K - $276K
246K $6.53M
OMFL
Invesco Exchange Traded Self I

ETFs
-10.7K
- 26.08%
$48.43 - $57.78 $518K - $618K
30.3K $1.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.82K
- 24.64%
$90.56 - $109.49 $346K - $418K
11.7K $1.28M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-5.87K
- 2.55%
$45.9 - $47.2 $269K - $277K
224K $10.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-10.3K
- 32.07%
$23.55 - $27.67 $242K - $285K
21.8K $602K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-32.7K
- 8.71%
$22.92 - $28.05 $749K - $916K
342K $9.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.62K
- 43.64%
$77.74 - $78.78 $204K - $207K
3.39K $266K
AIQ
Global X Funds Global X Artifi

ETFs
-7.17K
- 32.93%
$31.5 - $43.69 $226K - $313K
14.6K $637K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.36K
- 4.17%
$114.78 - $133.31 $385K - $448K
77.2K $10.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.51K
- 13.24%
$20.42 - $25.3 $174K - $215K
55.8K $1.41M
VBR
Vanguard Small Cap Value ETF

ETFs
-573
- 29.55%
$162.76 - $195.77 $93.3K - $112K
1.37K $266K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-12
- 0.03%
$68.13 - $74.77 $818 - $897
46.8K $3.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
-353
- 47.64%
$219.76 - $276.94 $77.6K - $97.8K
388 $107K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.92K
- 13.34%
$101.97 - $126.75 $195K - $243K
12.4K $1.58M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-431
- 4.59%
$157.93 - $175.89 $68.1K - $75.8K
8.97K $1.57M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.85K
- 56.32%
$33.38 - $40.81 $61.6K - $75.3K
1.43K $58K
XLV
Select Sector Spdr Fund Health

ETFs
-276
- 21.55%
$128.77 - $144.3 $35.5K - $39.8K
1.01K $135K
OMFS
Invesco Exchange Traded Self I

ETFs
-1.16K
- 89.59%
$33.88 - $40.17 $39.4K - $46.7K
135 $5K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-781
- 34.31%
$70.54 - $93.95 $55.1K - $73.4K
1.5K $140K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.25K
- 1.34%
$46.46 - $47.44 $57.9K - $59.1K
91.4K $4.34M
EFV
Msci Eafe Value ETF

ETFs
-486
- 9.97%
$52.4 - $64.65 $25.5K - $31.4K
4.39K $278K
CGMS
Capital Grp Core Plus Income E
-2.88K
- 11.13%
N/A
23K $0
J P Morgan Exchange Traded F
-2.77K
- 2.82%
N/A
95.6K $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-272
- 9.44%
$108.06 - $135.3 $29.4K - $36.8K
2.61K $352K
EUSB
Ishares Tr Esg Advanced Total

Technology
-12
- 0.13%
$42.54 - $43.56 $510 - $523
9.46K $412K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-200
- 5.99%
$22.43 - $27.68 $4.49K - $5.54K
3.14K $86K
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.31K
- 3.39%
$20.36 - $23.98 $26.7K - $31.5K
37.4K $896K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-15
- 0.28%
$44.39 - $49.11 $666 - $737
5.37K $255K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.31K
- 4.54%
$152.93 - $181.74 $200K - $238K
27.6K $5.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-16
- 0.03%
$85.42 - $94.39 $1.37K - $1.51K
48.7K $4.57M
USXF
Ishares Esg Advanced Msci Usa

Technology
-625
- 9.79%
$41.54 - $53.93 $26K - $33.7K
5.76K $310K
IWP
Ishares Russell Mid Cap Growth

ETFs
-94
- 6.64%
$104.34 - $138.68 $9.81K - $13K
1.32K $183K
FNDF
Schwab Fundamental Intl Large

ETFs
-54
- 0.94%
$32.25 - $40.02 $1.74K - $2.16K
5.67K $226K
VOT
Vanguard Mid Cap Growth Index

ETFs
-197
- 9.18%
$216.28 - $284.39 $42.6K - $56K
1.95K $553K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4
- 0.13%
$91.62 - $116.16 $366 - $465
3.05K $354K
EFG
Msci Eafe Growth ETF

ETFs
-347
- 4.32%
$89.8 - $112.0 $31.2K - $38.9K
7.69K $860K
CGDV
Capital Group Divid Value ETF

ETFs
-7.49K
- 8.05%
$31.93 - $39.49 $239K - $296K
85.5K $3.38M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.49K
- 5.18%
$86.05 - $107.7 $128K - $160K
27.2K $2.93M
VTV
Vanguard Value ETF

ETFs
-41
- 0.21%
$153.67 - $176.74 $6.3K - $7.25K
19.9K $3.51M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-8
- 0.11%
$86.93 - $109.64 $695 - $877
7.14K $782K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-4.32K
- 6.31%
$40.79 - $50.93 $176K - $220K
64K $3.26M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.29K
- 4.41%
$17.76 - $22.1 $129K - $161K
158K $3.49M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.16K
- 8.6%
$187.5 - $246.51 $406K - $533K
23K $5.67M
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.03%
$243.75 - $303.93 $975 - $1.22K
13.9K $4.22M
VO
Vanguard Mid Cap ETF

ETFs
-328
- 0.96%
$228.54 - $279.83 $75K - $91.8K
33.7K $9.43M
XLK
Technology Sector Spdr

ETFs
-1.45K
- 6.02%
$179.73 - $253.23 $260K - $366K
22.5K $5.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15.1K
- 2.58%
$19.1 - $23.83 $288K - $360K
570K $13.6M
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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