Envestnet Asset Management
EVN

Envestnet Asset Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Envestnet Asset Management’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-126,602
Closed -$1.3M – 4554
2025
Q2 		$1.3M Buy
126,602
+15,251
+14% +$155K ﹤0.01% 3106
2025
Q1 		$1.14M Buy
111,351
+2,727
+3% +$28.5K ﹤0.01% 3123
2024
Q4 		$1.1M Buy
108,624
+3,145
+3% +$33.2K ﹤0.01% 3115
2024
Q3 		$1.16M Sell
105,479
-1,672
-2% -$17.9K ﹤0.01% 3029
2024
Q2 		$1.11M Sell
107,151
-33,384
-24% -$336K ﹤0.01% 2964
2024
Q1 		$1.44M Buy
140,535
+581
+0.4% +$5.88K ﹤0.01% 2784
2023
Q4 		$1.37M Buy
139,954
+1,986
+1% +$18.5K ﹤0.01% 2699
2023
Q3 		$1.23M Sell
137,968
-5,835
-4% -$56.4K ﹤0.01% 2661
2023
Q2 		$1.43M Sell
143,803
-8,931
-6% -$89.1K ﹤0.01% 2497
2023
Q1 		$1.55M Sell
152,734
-10,430
-6% -$107K ﹤0.01% 2363
2022
Q4 		$1.61M Buy
163,164
+17,063
+12% +$168K ﹤0.01% 2311
2022
Q3 		$1.43M Sell
146,101
-3,155
-2% -$35.2K ﹤0.01% 2292
2022
Q2 		$1.63M Buy
149,256
+6,082
+4% +$68.2K ﹤0.01% 2237
2022
Q1 		$1.7M Sell
143,174
-100
-0.1% -$1.26K ﹤0.01% 2308
2021
Q4 		$1.98M Buy
143,274
+21,121
+17% +$290K ﹤0.01% 2191
2021
Q3 		$1.69M Buy
122,153
+6,503
+6% +$92.4K ﹤0.01% 2199
2021
Q2 		$1.62M Buy
115,650
+12,102
+12% +$169K ﹤0.01% 2197
2021
Q1 		$1.43M Buy
103,548
+7,274
+8% +$98.3K ﹤0.01% 2164
2020
Q4 		$1.29M Buy
96,274
+5,923
+7% +$77.2K ﹤0.01% 2046
2020
Q3 		$1.16M Sell
90,351
-13,707
-13% -$175K ﹤0.01% 1935
2020
Q2 		$1.3M Buy
104,058
+21,601
+26% +$259K ﹤0.01% 1816
2020
Q1 		$988K Buy
82,457
+8,092
+11% +$103K ﹤0.01% 1826
2019
Q4 		$948K Buy
74,365
+14,222
+24% +$182K ﹤0.01% 2066
2019
Q3 		$775K Buy
60,143
+7,539
+14% +$95.8K ﹤0.01% 2116
2019
Q2 		$654K Buy
52,604
+5,866
+13% +$71.6K ﹤0.01% 2214
2019
Q1 		$570K Sell
46,738
-2,467
-5% -$28.9K ﹤0.01% 2267
2018
Q4 		$557K Buy
49,205
+31,937
+185% +$354K ﹤0.01% 2082
2018
Q3 		$198K Buy
+17,268
New +$205K ﹤0.01% 1203

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Envestnet Asset Management's EVN Position: Q3 2025 in Review

Envestnet Asset Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2025, closing a stake of 126,602 shares — an estimated $1.3M sold.

Envestnet Asset Management first reported a position in EVN in Q3 2018 and held it in 28 quarters. The position peaked at $1.98M in Q4 2021. 83 funds tracked by Wall St. Rank hold EVN as of Q3 2025.

  • Envestnet Asset Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 126,602 Eaton Vance Municipal Income Trust shares in Q3 2025, an estimated $1.3M.
  • Envestnet Asset Management first reported a position in Eaton Vance Municipal Income Trust in Q3 2018 and held it in 28 quarters.
  • Envestnet Asset Management's Eaton Vance Municipal Income Trust position peaked at $1.98M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.