SageView Advisory Group’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

SageView Advisory Group’s Portfolio MNA Stock Details MNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$22.2K	Buy	+619	New	+$22.2K	﹤0.01%	1407
2024 Q4	–	Sell	-6,097	Closed	-$200K	–	598
2024 Q3	$200K	Sell	6,097 -289	-5%	-$9.36K	0.01%	494
2024 Q2	$202K	Buy	+6,386	New	+$199K	0.01%	543
2024 Q1	–	Sell	-459,813	Closed	-$14.7K	–	673
2023 Q4	$14.7K	Buy	459,813 +427,976	+1,344%	+$13.4M	﹤0.01%	642
2023 Q3	$1.01M	Sell	31,837 -6,541	-17%	-$205K	0.06%	209
2023 Q2	$1.2M	Buy	38,378 +23,115	+151%	+$726K	0.07%	193
2023 Q1	$483K	Hold	15,263	–	–	0.03%	312
2022 Q4	$484K	Buy	+15,263	New	+$480K	0.04%	242

Other funds holding MNA

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SageView Advisory Group's MNA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in IQ ARB Merger Arbitrage ETF (MNA) in Q4 2025: 619 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in MNA as recently as Q3 2024.

SageView Advisory Group first reported a position in MNA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2023. 86 funds tracked by Wall St. Rank hold MNA as of Q4 2025.

SageView Advisory Group held 619 shares of IQ ARB Merger Arbitrage ETF worth $22.2K as of Q4 2025.
IQ ARB Merger Arbitrage ETF was a new SageView Advisory Group position in Q4 2025.
IQ ARB Merger Arbitrage ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1407 holding.
SageView Advisory Group first reported a position in IQ ARB Merger Arbitrage ETF in Q4 2022 and has held it in 8 quarters since.
SageView Advisory Group's IQ ARB Merger Arbitrage ETF position peaked at $1.2M in Q2 2023.
86 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.