FFA
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Farther Finance Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Farther Finance Advisors’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 		$8M Buy
159,336
+47,227
+42% +$2.39M 0.08% 235
2025
Q4 		$5.65M Buy
112,109
+8,603
+8% +$434K 0.06% 278
2025
Q3 		$5.22M Buy
103,506
+58,099
+128% +$2.92M 0.08% 213
2025
Q2 		$2.27M Buy
45,407
+30,432
+203% +$1.51M 0.05% 330
2025
Q1 		$748K Buy
14,975
+8,974
+150% +$449K 0.02% 620
2024
Q4 		$299K Buy
+6,001
New +$300K 0.01% 810

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $333M AUM 14.3% 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