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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
Q2 		– Sell
-2,626
Closed -$138K – 101
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 $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Clear Investment Research's EVIM Position: Q2 2026 in Review

Clear Investment Research sold out of Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q2 2026, closing a stake of 2,626 shares — an estimated $138K sold.

Clear Investment Research first reported a position in EVIM in Q3 2025 and held it in 2 quarters. The position peaked at $138K in Q1 2026. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Clear Investment Research reported no remaining Eaton Vance Intermediate Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 2,626 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $138K.
  • Clear Investment Research first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and held it in 2 quarters.
  • Clear Investment Research's Eaton Vance Intermediate Municipal Income ETF position peaked at $138K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.