EFS
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Essex Financial Services’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Essex Financial Services’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 		$1.61M Buy
31,967
+6,262
+24% +$315K 0.08% 219
2026
Q1 		$1.29M Buy
25,705
+5,550
+28% +$281K 0.07% 233
2025
Q4 		$1.02M Buy
20,155
+2,950
+17% +$149K 0.06% 274
2025
Q3 		$868K Hold
17,205
– – 0.05% 300
2025
Q2 		$860K Buy
17,205
+6,460
+60% +$322K 0.06% 291
2025
Q1 		$536K Buy
10,745
+3,745
+54% +$187K 0.04% 365
2024
Q4 		$349K Buy
+7,000
New +$351K 0.02% 453

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Essex Financial Services's EVSM Position: Q2 2026 in Review

Essex Financial Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 24% in Q2 2026, buying an estimated $315K and bringing the position to 31,967 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #219.

Essex Financial Services first reported a position in EVSM in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Essex Financial Services held 31,967 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.61M as of Q2 2026.
  • Essex Financial Services bought 6,262 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $315K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.08% of Essex Financial Services's portfolio in Q2 2026, its #219 holding.
  • Essex Financial Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.