Entruity Wealth’s IQ MacKay California Municipal Intermediate ETF MMCA Stock Holding History

Entruity Wealth’s Portfolio MMCA Stock Details MMCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Sell	113,813 -1,543	-1%	-$33.9K	1.67%	18
2025 Q4	$2.52M	Buy	115,356 +5,205	+5%	+$114K	1.79%	17
2025 Q3	$2.4M	Buy	110,151 +880	+0.8%	+$18.8K	1.86%	17
2025 Q2	$2.33M	Sell	109,271 -624	-0.6%	-$13.2K	1.98%	17
2025 Q1	$2.35M	Sell	109,895 -224	-0.2%	-$4.8K	2.21%	17
2024 Q4	$2.35M	Buy	+110,119	New	+$2.37M	2.33%	17

Other funds holding MMCA

NYLIC

New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Entruity Wealth's MMCA Position: Q1 2026 in Review

Entruity Wealth reduced its IQ MacKay California Municipal Intermediate ETF (MMCA) stake by 1.3% in Q1 2026, selling an estimated $33.9K and leaving 113,813 shares worth $2.45M. The position accounts for 1.67% of the portfolio, ranked #18.

Entruity Wealth first reported a position in MMCA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2025. 24 funds tracked by Wall St. Rank hold MMCA as of Q1 2026.

Entruity Wealth held 113,813 shares of IQ MacKay California Municipal Intermediate ETF worth $2.45M as of Q1 2026.
Entruity Wealth sold 1,543 IQ MacKay California Municipal Intermediate ETF shares in Q1 2026, an estimated $33.9K.
IQ MacKay California Municipal Intermediate ETF made up 1.67% of Entruity Wealth's portfolio in Q1 2026, its #18 holding.
Entruity Wealth first reported a position in IQ MacKay California Municipal Intermediate ETF in Q4 2024 and has held it in 6 quarters since.
Entruity Wealth's IQ MacKay California Municipal Intermediate ETF position peaked at $2.52M in Q4 2025.
24 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q1 2026.

Based on Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.