Stewardship Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Stewardship Advisors’s Portfolio MMIN Stock Details MMIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,768	Closed	-$209K	–	153
2024 Q4	$209K	Sell	8,768 -1,481	-14%	-$35.8K	0.06%	148
2024 Q3	$252K	Sell	10,249 -34,723	-77%	-$844K	0.07%	120
2024 Q2	$1.08M	Buy	44,972 +10,311	+30%	+$247K	0.36%	42
2024 Q1	$842K	Buy	+34,661	New	+$845K	0.29%	47

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Stewardship Advisors's MMIN Position: Q1 2025 in Review

Stewardship Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2025, closing a stake of 8,768 shares — an estimated $209K sold.

Stewardship Advisors first reported a position in MMIN in Q1 2024 and held it in 4 quarters. The position peaked at $1.08M in Q2 2024. 51 funds tracked by Wall St. Rank hold MMIN as of Q1 2025.

Stewardship Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2025 after selling out during the quarter.
Stewardship Advisors sold 8,768 IQ MacKay Municipal Insured ETF shares in Q1 2025, an estimated $209K.
Stewardship Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q1 2024 and held it in 4 quarters.
Stewardship Advisors's IQ MacKay Municipal Insured ETF position peaked at $1.08M in Q2 2024.
51 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2025.

Based on Stewardship Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.