CWM
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Cornerstone Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Cornerstone Wealth Management’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 		$566K Buy
+11,242
New +$566K 0.02% 459

Other funds holding EVSM

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 11,242 shares worth $566K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings.

17 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Cornerstone Wealth Management held 11,242 shares of Eaton Vance Short Duration Municipal Income ETF worth $566K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #459 holding.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

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