BWP
EVSM icon

BlueStem Wealth Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

BlueStem Wealth Partners’s Portfolio EVSM Stock Details EVSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28,783
Closed -$1.44M – 142
2026
Q1 		$1.44M Sell
28,783
-705
-2% -$35.7K 0.16% 54
2025
Q4 		$1.49M Buy
+29,488
New +$1.49M 0.16% 53

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

BlueStem Wealth Partners's EVSM Position: Q2 2026 in Review

BlueStem Wealth Partners sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 28,783 shares — an estimated $1.44M sold.

BlueStem Wealth Partners first reported a position in EVSM in Q4 2025 and held it in 2 quarters. The position peaked at $1.49M in Q4 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • BlueStem Wealth Partners reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • BlueStem Wealth Partners sold 28,783 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.44M.
  • BlueStem Wealth Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • BlueStem Wealth Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.49M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.