WIA
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World Investment Advisors’s VanEck Long Muni ETF MLN Stock Holding History

World Investment Advisors’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
69,722
+4,480
+7% +$78.7K 0.02% 645
2025
Q4 		$1.14M Buy
+65,242
New +$1.15M 0.02% 643
2025
Q2 		– Sell
-12,001
Closed -$209K – 1180
2025
Q1 		$209K Sell
12,001
-1,106
-8% -$19.6K 0.01% 997
2024
Q4 		$234K Sell
13,107
-1,536
-10% -$27.7K 0.01% 917
2024
Q3 		$268K Sell
14,643
-3,577
-20% -$64.8K 0.01% 773
2024
Q2 		$325K Sell
18,220
-1,826
-9% -$32.5K 0.02% 482
2024
Q1 		$361K Sell
20,046
-4,422
-18% -$79.7K 0.05% 273
2023
Q4 		$447K Buy
24,468
+3,788
+18% +$65K 0.06% 240
2023
Q3 		$346K Buy
20,680
+8,923
+76% +$156K 0.07% 182
2023
Q2 		$211K Buy
+11,757
New +$211K 0.04% 240

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return