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 Q2	$10.5M	Buy	208,495 +49,159	+31%	+$2.47M	0.08%	207
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Farther Finance Advisors's EVSM Position: Q2 2026 in Review

Farther Finance Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 31% in Q2 2026, buying an estimated $2.47M and bringing the position to 208,495 shares worth $10.5M. The position accounts for 0.08% of the portfolio, ranked #207.

Farther Finance Advisors 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.

Farther Finance Advisors held 208,495 shares of Eaton Vance Short Duration Municipal Income ETF worth $10.5M as of Q2 2026.
Farther Finance Advisors bought 49,159 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.47M.
Eaton Vance Short Duration Municipal Income ETF made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #207 holding.
Farther Finance Advisors 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.