Evolve Private Wealth’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Evolve Private Wealth’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$369K	Sell	33,438 -20,080	-38%	-$216K	0.02%	630
2026 Q1	$557K	Buy	53,518 +21,722	+68%	+$235K	0.03%	529
2025 Q4	$337K	Buy	+31,796	New	+$341K	0.02%	683

Other funds holding MUC

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

Evolve Private Wealth's MUC Position: Q2 2026 in Review

Evolve Private Wealth reduced its BlackRock MuniHoldings California Quality Fund (MUC) stake by 38% in Q2 2026, selling an estimated $216K and leaving 33,438 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #630.

Evolve Private Wealth first reported a position in MUC in Q4 2025 and has held it in 3 quarters since. The position peaked at $557K in Q1 2026. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

Evolve Private Wealth held 33,438 shares of BlackRock MuniHoldings California Quality Fund worth $369K as of Q2 2026.
Evolve Private Wealth sold 20,080 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $216K.
BlackRock MuniHoldings California Quality Fund made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #630 holding.
Evolve Private Wealth first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's BlackRock MuniHoldings California Quality Fund position peaked at $557K in Q1 2026.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.