Evergreen Private Wealth’s NYLIM MacKay Muni 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 Q2	$3.84M	Buy	157,574 +79,894	+103%	+$1.94M	1.42%	30
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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

Evergreen Private Wealth's MMIT Position: Q2 2026 in Review

Evergreen Private Wealth increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 103% in Q2 2026, buying an estimated $1.94M and bringing the position to 157,574 shares worth $3.84M. The position accounts for 1.42% of the portfolio, ranked #30.

Evergreen Private Wealth first reported a position in MMIT in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Evergreen Private Wealth held 157,574 shares of NYLIM MacKay Muni Intermediate ETF worth $3.84M as of Q2 2026.
Evergreen Private Wealth bought 79,894 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $1.94M.
NYLIM MacKay Muni Intermediate ETF made up 1.42% of Evergreen Private Wealth's portfolio in Q2 2026, its #30 holding.
Evergreen Private Wealth first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2023 and has held it in 11 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.