IEQ Capital’s Mueller Water Products MWA Stock Holding History

IEQ Capital’s Portfolio MWA Stock Details MWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,834	Closed	-$402K	–	1933
2025 Q1	$402K	Buy	+15,834	New	+$397K	﹤0.01%	1071

Other funds holding MWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IEQ Capital's MWA Position: Q2 2025 in Review

IEQ Capital sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 15,834 shares — an estimated $402K sold.

IEQ Capital first reported a position in MWA in Q1 2025 and held it in 1 quarter. The position peaked at $402K in Q1 2025. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

IEQ Capital reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 15,834 Mueller Water Products shares in Q2 2025, an estimated $402K.
IEQ Capital first reported a position in Mueller Water Products in Q1 2025 and held it in 1 quarter.
IEQ Capital's Mueller Water Products position peaked at $402K in Q1 2025.
375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.