First Affirmative Financial Network’s VanEck Intermediate Muni ETF ITM Stock Holding History

First Affirmative Financial Network’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
2022 Q1	–	Sell	-10,285	Closed	-$527K	–	157
2021 Q4	$527K	Sell	10,285 -340	-3%	-$17.4K	0.48%	50
2021 Q3	$544K	Buy	+10,625	New	+$551K	0.56%	43

Other funds holding ITM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Affirmative Financial Network's ITM Position: Q1 2022 in Review

First Affirmative Financial Network sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 10,285 shares — an estimated $527K sold.

First Affirmative Financial Network first reported a position in ITM in Q3 2021 and held it in 2 quarters. The position peaked at $544K in Q3 2021. 179 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

First Affirmative Financial Network reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
First Affirmative Financial Network sold 10,285 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $527K.
First Affirmative Financial Network first reported a position in VanEck Intermediate Muni ETF in Q3 2021 and held it in 2 quarters.
First Affirmative Financial Network's VanEck Intermediate Muni ETF position peaked at $544K in Q3 2021.
179 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on First Affirmative Financial Network's 13F filing for Q1 2022, filed 12 Apr 2022.