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Cornerstone Wealth Management’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Cornerstone Wealth Management’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 		$406K Hold
7,625
– – 0.02% 537
2026
Q1 		$401K Buy
7,625
+500
+7% +$26.7K 0.02% 503
2025
Q4 		$378K Buy
+7,125
New +$378K 0.02% 492

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 22.96% 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 $1.81B AUM 19.87% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Cornerstone Wealth Management's EVIM Position: Q2 2026 in Review

Cornerstone Wealth Management held its Eaton Vance Intermediate Municipal Income ETF (EVIM) position steady in Q2 2026 at 7,625 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #537.

Cornerstone Wealth Management first reported a position in EVIM in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Cornerstone Wealth Management held 7,625 shares of Eaton Vance Intermediate Municipal Income ETF worth $406K as of Q2 2026.
  • Cornerstone Wealth Management left its Eaton Vance Intermediate Municipal Income ETF share count unchanged in Q2 2026.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Cornerstone Wealth Management first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.