Weil Company’s IQ MacKay California Municipal Intermediate ETF MMCA Stock Holding History

Weil Company’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 Q1	$9.29M	Sell	430,845 -9,282	-2%	-$204K	2.09%	14
2025 Q4	$9.61M	Buy	440,127 +11,659	+3%	+$254K	2.21%	10
2025 Q3	$9.32M	Buy	428,468 +11,267	+3%	+$241K	2.24%	10
2025 Q2	$8.89M	Buy	417,201 +27,331	+7%	+$577K	2.34%	11
2025 Q1	$8.33M	Buy	389,870 +52,636	+16%	+$1.13M	2.48%	11
2024 Q4	$7.2M	Buy	337,234 +43,073	+15%	+$929K	2.49%	9
2024 Q3	$6.42M	Buy	294,161 +43,963	+18%	+$952K	2.1%	9
2024 Q2	$5.37M	Buy	250,198 +18,226	+8%	+$391K	1.96%	14
2024 Q1	$5.04M	Buy	231,972 +26,132	+13%	+$568K	2%	10
2023 Q4	$4.48M	Buy	205,840 +73,118	+55%	+$1.54M	1.97%	12
2023 Q3	$2.76M	Buy	132,722 +95,607	+258%	+$2.03M	1.37%	19
2023 Q2	$797K	Buy	+37,115	New	+$800K	0.35%	62

Other funds holding MMCA

NYLIC

New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return

NYLIM

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

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

OWA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Weil Company's MMCA Position: Q1 2026 in Review

Weil Company reduced its IQ MacKay California Municipal Intermediate ETF (MMCA) stake by 2.1% in Q1 2026, selling an estimated $204K and leaving 430,845 shares worth $9.29M. The position accounts for 2.09% of the portfolio, ranked #14.

Weil Company first reported a position in MMCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.61M in Q4 2025. 24 funds tracked by Wall St. Rank hold MMCA as of Q1 2026.

Weil Company held 430,845 shares of IQ MacKay California Municipal Intermediate ETF worth $9.29M as of Q1 2026.
Weil Company sold 9,282 IQ MacKay California Municipal Intermediate ETF shares in Q1 2026, an estimated $204K.
IQ MacKay California Municipal Intermediate ETF made up 2.09% of Weil Company's portfolio in Q1 2026, its #14 holding.
Weil Company first reported a position in IQ MacKay California Municipal Intermediate ETF in Q2 2023 and has held it in 12 quarters since.
Weil Company's IQ MacKay California Municipal Intermediate ETF position peaked at $9.61M in Q4 2025.
24 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.