Financial Engines Advisors
ITM icon

Financial Engines Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Financial Engines Advisors’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,920
Closed -$513K – 452
2024
Q3 		$513K Sell
10,920
-412
-4% -$19.1K ﹤0.01% 277
2024
Q2 		$519K Sell
11,332
-1,832
-14% -$84.1K ﹤0.01% 256
2024
Q1 		$612K Sell
13,164
-12,611
-49% -$588K ﹤0.01% 233
2023
Q4 		$1.21M Buy
+25,775
New +$1.16M ﹤0.01% 177

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors's ITM Position: Q4 2024 in Review

Financial Engines Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 10,920 shares — an estimated $513K sold.

Financial Engines Advisors first reported a position in ITM in Q4 2023 and held it in 4 quarters. The position peaked at $1.21M in Q4 2023. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

  • Financial Engines Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 10,920 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $513K.
  • Financial Engines Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and held it in 4 quarters.
  • Financial Engines Advisors's VanEck Intermediate Muni ETF position peaked at $1.21M in Q4 2023.
  • 174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on Financial Engines Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.