Evergreen Private Wealth’s VanEck Long Muni ETF MLN Stock Holding History

Evergreen Private Wealth’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
2025 Q3	–	Sell	-166,991	Closed	-$2.82M	–	282
2025 Q2	$2.82M	Buy	166,991 +37,127	+29%	+$628K	1.18%	38
2025 Q1	$2.26M	Buy	129,864 +7,512	+6%	+$133K	1.06%	38
2024 Q4	$2.19M	Buy	122,352 +22,479	+23%	+$405K	1.03%	39
2024 Q3	$1.83M	Buy	99,873 +8,112	+9%	+$147K	0.85%	42
2024 Q2	$1.64M	Buy	91,761 +9,970	+12%	+$178K	0.81%	41
2024 Q1	$1.47M	Buy	81,791 +81,045	+10,864%	+$1.46M	0.74%	45
2023 Q4	$13.6K	Buy	+746	New	+$12.8K	0.01%	165

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Evergreen Private Wealth's MLN Position: Q3 2025 in Review

Evergreen Private Wealth sold out of VanEck Long Muni ETF (MLN) in Q3 2025, closing a stake of 166,991 shares — an estimated $2.82M sold.

Evergreen Private Wealth first reported a position in MLN in Q4 2023 and held it in 7 quarters. The position peaked at $2.82M in Q2 2025. 127 funds tracked by Wall St. Rank hold MLN as of Q3 2025.

Evergreen Private Wealth reported no remaining VanEck Long Muni ETF position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 166,991 VanEck Long Muni ETF shares in Q3 2025, an estimated $2.82M.
Evergreen Private Wealth first reported a position in VanEck Long Muni ETF in Q4 2023 and held it in 7 quarters.
Evergreen Private Wealth's VanEck Long Muni ETF position peaked at $2.82M in Q2 2025.
127 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.