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Evergreen Wealth Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Evergreen Wealth Partners’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 		– Sell
-4,040
Closed -$203K – 87
2025
Q4 		$203K Buy
+4,040
New +$204K 0.17% 79

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GWAG
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P
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SB
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TFG
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FFA
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SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Evergreen Wealth Partners's EVSM Position: Q1 2026 in Review

Evergreen Wealth Partners sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026, closing a stake of 4,040 shares — an estimated $203K sold.

Evergreen Wealth Partners first reported a position in EVSM in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Evergreen Wealth Partners reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Evergreen Wealth Partners sold 4,040 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $203K.
  • Evergreen Wealth Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Evergreen Wealth Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $203K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Evergreen Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.