Davenport & Co’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Davenport & Co’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	$210K	Buy	+4,180	New	+$210K	﹤0.01%	1304

Other funds holding EVSM

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return