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
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 $1.66T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Essex Financial Services's EVSM Position: Q1 2026 in Review

Essex Financial Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 28% in Q1 2026, buying an estimated $281K and bringing the position to 25,705 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #233.

Essex Financial Services first reported a position in EVSM in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Essex Financial Services held 25,705 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.29M as of Q1 2026.
  • Essex Financial Services bought 5,550 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $281K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #233 holding.
  • Essex Financial Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.