Milestone Investment Advisors LLC Purchases in Q2 2025

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
35.8K
+ 52.4%
$98.34 - $98.77 $3.52M - $3.53M
104K $10.3M
SCHO
Schwab Short Term Us Treasury

ETFs
93.2K
+ 37.89%
$24.19 - $24.45 $2.25M - $2.28M
339K $8.27M
USFR
Wisdomtree Floating Rate Treas

ETFs
33.4K
+ 21.57%
$50.28 - $50.47 $1.68M - $1.68M
188K $9.46M
FDVV
Fidelity High Dividend ETF

ETFs
9.16K
+ 2.96%
$43.6 - $52.02 $400K - $477K
319K $16.6M
AVDE
American Centy ETF Tr Avantis

ETFs
6K
+ 6.54%
$59.32 - $74.36 $356K - $446K
97.8K $7.24M
IGM
Ishares Expanded Tech Sector E

ETFs
2.86K
+ 8.66%
$79.8 - $112.34 $228K - $322K
35.9K $4.03M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
14.2K
+ 88.9%
$35.12 - $48.24 $497K - $683K
30.1K $1.45M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
28.4K
+ 8.63%
$24.66 - $25.17 $699K - $714K
357K $8.98M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.6K
+ 7.48%
$77.94 - $79.5 $592K - $604K
109K $8.68M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.52K
+ 35.55%
$49.18 - $50.17 $419K - $427K
32.5K $1.63M
FNDX
Schwab Fundamental U S Large C

ETFs
2.61K
+ 0.79%
$20.84 - $24.54 $54.3K - $63.9K
332K $8.15M
IQLT
Ishares Msci Intl Quality Fact

ETFs
527
+ 0.6%
$35.9 - $43.76 $18.9K - $23.1K
88.9K $3.84M
VEA
Vanguard Ftse Developed Market

ETFs
2.38K
+ 11.09%
$45.65 - $57.01 $108K - $135K
23.8K $1.36M
VRIG
Invesco Actively Managed ETF F

ETFs
10.8K
+ 8.33%
$24.89 - $25.14 $270K - $272K
141K $3.53M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.22K
+ 40.63%
$48.46 - $50.2 $253K - $262K
18.1K $897K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.07K
+ 1.28%
$44.68 - $45.96 $137K - $141K
242K $11.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
284
+ 1.86%
$55.54 - $69.09 $15.8K - $19.6K
15.5K $1.07M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
640
+ 27.0%
$61.25 - $63.4 $39.2K - $40.6K
3.01K $190K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.02%
$73.02 - $90.22 $73 - $90.2
5.4K $481K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
1
+ 0.05%
$150.15 - $187.64 $150 - $188
2.06K $385K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
396
+ 16.82%
$36.02 - $41.92 $14.3K - $16.6K
2.75K $115K
MEAR
Blackrock Short Maturity Munic

ETFs
398
+ 5.31%
$49.74 - $50.27 $19.8K - $20K
7.89K $396K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1
+ 0.04%
$52.84 - $65.52 $52.8 - $65.5
2.66K $174K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
2
+ 0.03%
$32.04 - $38.14 $64.1 - $76.3
5.93K $226K
STE
Steris PLC

Healthcare
35
New
$208.55 - $252.55 $7.3K - $8.84K
35 $8K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2
+ 0.25%
$47.24 - $58.55 $94.5 - $117
817 $47K
LCTD
Blackrock ETF World Ex Us Carb
6
+ 2.07%
N/A
296 $0
TOKE
Cambria ETF Tr Cannabis ETF
620
New
N/A
620 $0
CGMU
Capital Group Core Plus Income
25.2K
+ 695.81%
N/A
28.8K $0
AOA
Ishares Tr Core Aggressive All

ETFs
1
+ 3.13%
$69.46 - $83.4 $69.5 - $83.4
33 $2K
Ishares Bitcoin Trust ETF
189
New
N/A
189 $0
Fidelity Covington Trust
9K
+ 7.05%
N/A
137K $0
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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