Elmwood Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Elmwood Wealth Management’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$818K	Buy	45,985 +140	+0.3%	+$2.46K	0.2%	101
2026 Q1	$800K	Sell	45,845 -2,490	-5%	-$43.7K	0.22%	97
2025 Q4	$847K	Buy	48,335 +4,365	+10%	+$76.8K	0.27%	92
2025 Q3	$769K	Sell	43,970 -132,658	-75%	-$2.25M	0.27%	85
2025 Q2	$2.98M	Buy	176,628 +919	+0.5%	+$15.6K	1.18%	33
2025 Q1	$3.06M	Sell	175,709 -7,414	-4%	-$131K	1.25%	31
2024 Q4	$3.27M	Sell	183,123 -1,250	-0.7%	-$22.5K	1.32%	25
2024 Q3	$3.37M	Buy	184,373 +1,763	+1%	+$31.9K	1.39%	21
2024 Q2	$3.26M	Sell	182,610 -7,831	-4%	-$139K	1.45%	20
2024 Q1	$3.43M	Buy	190,441 +7,170	+4%	+$129K	1.47%	16
2023 Q4	$3.34M	Buy	183,271 +2,720	+2%	+$46.7K	2.35%	9
2023 Q3	$3.02M	Buy	+180,551	New	+$3.16M	1.46%	18

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Elmwood Wealth Management's MLN Position: Q2 2026 in Review

Elmwood Wealth Management increased its VanEck Long Muni ETF (MLN) stake by 0.31% in Q2 2026, buying an estimated $2.46K and bringing the position to 45,985 shares worth $818K. The position accounts for 0.2% of the portfolio, ranked #101.

Elmwood Wealth Management first reported a position in MLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.43M in Q1 2024. 142 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

Elmwood Wealth Management held 45,985 shares of VanEck Long Muni ETF worth $818K as of Q2 2026.
Elmwood Wealth Management bought 140 VanEck Long Muni ETF shares in Q2 2026, an estimated $2.46K.
VanEck Long Muni ETF made up 0.2% of Elmwood Wealth Management's portfolio in Q2 2026, its #101 holding.
Elmwood Wealth Management first reported a position in VanEck Long Muni ETF in Q3 2023 and has held it in 12 quarters since.
Elmwood Wealth Management's VanEck Long Muni ETF position peaked at $3.43M in Q1 2024.
142 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.