CIR
EVIM icon

Clear Investment Research’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Clear Investment Research’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$138K Buy
+2,626
New +$140K 0.22% 68
2025
Q4 		– Sell
-2,580
Closed -$135K – 105
2025
Q3 		$135K Buy
+2,580
New +$133K 0.18% 77

Other funds holding EVIM

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Clear Investment Research's EVIM Position: Q1 2026 in Review

Clear Investment Research opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q1 2026: 2,626 shares worth $138K. The stake represents 0.22% of the portfolio and ranks #68 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in EVIM as recently as Q3 2025.

Clear Investment Research first reported a position in EVIM in Q3 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • Clear Investment Research held 2,626 shares of Eaton Vance Intermediate Municipal Income ETF worth $138K as of Q1 2026.
  • Eaton Vance Intermediate Municipal Income ETF was a new Clear Investment Research position in Q1 2026.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.22% of Clear Investment Research's portfolio in Q1 2026, its #68 holding.
  • Clear Investment Research first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.