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Brookwood Investment Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Brookwood Investment Group’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 		$363K Buy
7,211
+944
+15% +$47.5K 0.04% 366
2026
Q1 		$315K Hold
6,267
– – 0.04% 382
2025
Q4 		$316K Hold
6,267
– – 0.04% 381
2025
Q3 		$316K Buy
+6,267
New +$315K 0.04% 363

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 22.9% 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 $14.2B AUM 18.33% 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

Brookwood Investment Group's EVSM Position: Q2 2026 in Review

Brookwood Investment Group increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 15% in Q2 2026, buying an estimated $47.5K and bringing the position to 7,211 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #366.

Brookwood Investment Group first reported a position in EVSM in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Brookwood Investment Group held 7,211 shares of Eaton Vance Short Duration Municipal Income ETF worth $363K as of Q2 2026.
  • Brookwood Investment Group bought 944 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $47.5K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #366 holding.
  • Brookwood Investment Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.