Mercer Global Advisors
MMD

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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return