AWM
MVF

Avior Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History

Avior Wealth Management’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,044
Closed -$183K – 752
2025
Q1 		$183K Buy
26,044
+270
+1% +$1.94K 0.01% 669
2024
Q4 		$181K Sell
25,774
-3,475
-12% -$25.5K 0.01% 728
2024
Q3 		$222K Sell
29,249
-123
-0.4% -$913 0.01% 667
2024
Q2 		$211K Sell
29,372
-200
-0.7% -$1.4K 0.01% 656
2024
Q1 		$209K Buy
+29,572
New +$207K 0.01% 697

Other funds holding MVF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's MVF Position: Q2 2025 in Review

Avior Wealth Management sold out of BlackRock MuniVest Fund (MVF) in Q2 2025, closing a stake of 26,044 shares — an estimated $183K sold.

Avior Wealth Management first reported a position in MVF in Q1 2024 and held it in 5 quarters. The position peaked at $222K in Q3 2024. 96 funds tracked by Wall St. Rank hold MVF as of Q2 2025.

  • Avior Wealth Management reported no remaining BlackRock MuniVest Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 26,044 BlackRock MuniVest Fund shares in Q2 2025, an estimated $183K.
  • Avior Wealth Management first reported a position in BlackRock MuniVest Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's BlackRock MuniVest Fund position peaked at $222K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.