Envestnet Asset Management
EVSM icon

Envestnet Asset Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Envestnet Asset 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
Q1 		$14.4M Buy
287,303
+12,814
+5% +$648K ﹤0.01% 1575
2025
Q4 		$13.8M Buy
274,489
+27,742
+11% +$1.4M ﹤0.01% 1482
2025
Q3 		$12.4M Buy
246,747
+71,280
+41% +$3.59M ﹤0.01% 1613
2025
Q2 		$8.77M Buy
175,467
+44,470
+34% +$2.21M ﹤0.01% 1808
2025
Q1 		$6.53M Buy
130,997
+52,178
+66% +$2.61M ﹤0.01% 1944
2024
Q4 		$3.93M Buy
78,819
+31,374
+66% +$1.57M ﹤0.01% 2265
2024
Q3 		$2.38M Buy
+47,445
New +$2.38M ﹤0.01% 2537

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's EVSM Position: Q1 2026 in Review

Envestnet Asset Management increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 4.7% in Q1 2026, buying an estimated $648K and bringing the position to 287,303 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Envestnet Asset Management first reported a position in EVSM in Q3 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Envestnet Asset Management held 287,303 shares of Eaton Vance Short Duration Municipal Income ETF worth $14.4M as of Q1 2026.
  • Envestnet Asset Management bought 12,814 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $648K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1575 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.