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Evergreen Private Wealth’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Evergreen Private Wealth’s Portfolio MMIT Stock Details MMIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
77,680
+3,616
+5% +$88.5K 0.76% 43
2025
Q4 		$1.8M Buy
74,064
+8,325
+13% +$203K 0.71% 42
2025
Q3 		$1.6M Sell
65,739
-6
-0% -$144 0.65% 44
2025
Q2 		$1.57M Sell
65,745
-679
-1% -$16.1K 0.66% 44
2025
Q1 		$1.59M Buy
66,424
+2,864
+5% +$69.1K 0.74% 43
2024
Q4 		$1.53M Buy
63,560
+8,120
+15% +$197K 0.72% 43
2024
Q3 		$1.36M Buy
55,440
+2,120
+4% +$51.7K 0.63% 45
2024
Q2 		$1.29M Buy
53,320
+3,560
+7% +$85.9K 0.64% 48
2024
Q1 		$1.21M Buy
49,760
+4,074
+9% +$99.6K 0.61% 49
2023
Q4 		$1.12M Buy
+45,686
New +$1.09M 0.6% 46

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return