Envestnet Asset Management
EVIM icon

Envestnet Asset Management’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Envestnet Asset 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 		$78.6M Buy
1,475,220
+127,881
+9% +$6.78M 0.02% 667
2026
Q1 		$70.8M Buy
1,347,339
+158,397
+13% +$8.46M 0.02% 658
2025
Q4 		$63.1M Buy
1,188,942
+100,236
+9% +$5.31M 0.02% 638
2025
Q3 		$57.1M Buy
1,088,706
+192,940
+22% +$9.97M 0.02% 717
2025
Q2 		$46M Buy
895,766
+310,114
+53% +$15.8M 0.01% 785
2025
Q1 		$30.2M Buy
585,652
+178,733
+44% +$9.32M 0.01% 942
2024
Q4 		$21.2M Buy
406,919
+210,393
+107% +$11.1M 0.01% 1163
2024
Q3 		$10.4M Buy
+196,526
New +$10.4M ﹤0.01% 1606

Other funds holding EVIM

P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Envestnet Asset Management's EVIM Position: Q2 2026 in Review

Envestnet Asset Management increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 9.5% in Q2 2026, buying an estimated $6.78M and bringing the position to 1,475,220 shares worth $78.6M. The position accounts for 0.02% of the portfolio, ranked #667.

Envestnet Asset Management first reported a position in EVIM in Q3 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Envestnet Asset Management held 1,475,220 shares of Eaton Vance Intermediate Municipal Income ETF worth $78.6M as of Q2 2026.
  • Envestnet Asset Management bought 127,881 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $6.78M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #667 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.