New York Life Investment Management’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

New York Life Investment Management’s Portfolio MMCA Stock Details MMCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.3M	Buy	3,273,186 +2,788,137	+575%	+$60.6M	0.5%	41
2026 Q1	$10.5M	Hold	485,049	–	–	0.09%	198
2025 Q4	$10.6M	Hold	485,049	–	–	0.09%	185
2025 Q3	$10.5M	Hold	485,049	–	–	0.09%	190
2025 Q2	$10.3M	Hold	485,049	–	–	0.1%	193
2025 Q1	$10.4M	Hold	485,049	–	–	0.11%	179
2024 Q4	$10.4M	Hold	485,049	–	–	0.1%	182
2024 Q3	$10.6M	Hold	485,049	–	–	0.1%	186
2024 Q2	$10.4M	Hold	485,049	–	–	0.1%	181
2024 Q1	$10.5M	Hold	485,049	–	–	0.1%	177
2023 Q4	$10.6M	Buy	+485,049	New	+$10.2M	0.11%	169
2023 Q3	–	Sell	-281,500	Closed	-$6.05M	–	1308
2023 Q2	$6.05M	Sell	281,500 -698,500	-71%	-$15.1M	0.06%	279
2023 Q1	$21.3M	Hold	980,000	–	–	0.24%	88
2022 Q4	$20.9M	Hold	980,000	–	–	0.24%	97
2022 Q3	$20.4M	Hold	980,000	–	–	0.25%	80
2022 Q2	$980K	Hold	980,000	–	–	0.01%	623
2022 Q1	$22.5M	Hold	980,000	–	–	1.19%	11
2021 Q4	$24.5M	Buy	+980,000	New	+$24.5M	1.28%	11

Other funds holding MMCA

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

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New York Life Investment Management's MMCA Position: Q2 2026 in Review

New York Life Investment Management increased its NYLIM MacKay California Muni Intermediate ETF (MMCA) stake by 575% in Q2 2026, buying an estimated $60.6M and bringing the position to 3,273,186 shares worth $71.3M. The position accounts for 0.5% of the portfolio, ranked #41.

New York Life Investment Management first reported a position in MMCA in Q4 2021 and has held it in 18 quarters since. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

New York Life Investment Management held 3,273,186 shares of NYLIM MacKay California Muni Intermediate ETF worth $71.3M as of Q2 2026.
New York Life Investment Management bought 2,788,137 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $60.6M.
NYLIM MacKay California Muni Intermediate ETF made up 0.5% of New York Life Investment Management's portfolio in Q2 2026, its #41 holding.
New York Life Investment Management first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q4 2021 and has held it in 18 quarters since.
25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.