Mercer Global Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Mercer Global Advisors’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$811K	Buy	52,291 +652	+1%	+$9.91K	﹤0.01%	1914
2026 Q1	$767K	Buy	51,639 +598	+1%	+$9.14K	﹤0.01%	1706
2025 Q4	$759K	Buy	51,041 +570	+1%	+$8.55K	﹤0.01%	1609
2025 Q3	$764K	Buy	50,471 +9,926	+24%	+$147K	﹤0.01%	1512
2025 Q2	$600K	Buy	40,545 +333	+0.8%	+$4.85K	﹤0.01%	1465
2025 Q1	$606K	Buy	+40,212	New	+$614K	﹤0.01%	1363
2019 Q2	–	Sell	-10,000	Closed	-$203K	–	1179
2019 Q1	$203K	Buy	+10,000	New	+$199K	0.01%	981

Other funds holding MMD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors's MMD Position: Q2 2026 in Review

Mercer Global Advisors increased its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 1.3% in Q2 2026, buying an estimated $9.91K and bringing the position to 52,291 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Mercer Global Advisors first reported a position in MMD in Q1 2019 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Mercer Global Advisors held 52,291 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $811K as of Q2 2026.
Mercer Global Advisors bought 652 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2026, an estimated $9.91K.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1914 holding.
Mercer Global Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2019 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.