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FWG Holdings’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

FWG Holdings’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
196,386
+113,743
+138% +$6.08M 3.91% 6
2025
Q4 		$4.42M Buy
+82,643
New +$4.38M 1.68% 12

Other funds holding EVIM

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
CCA
Coign Capital Advisors Draper, Utah $190M AUM 12.2% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $601M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWG Holdings's EVIM Position: Q1 2026 in Review

FWG Holdings increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 138% in Q1 2026, buying an estimated $6.08M and bringing the position to 196,386 shares worth $10.3M. The position accounts for 3.91% of the portfolio, ranked #6.

FWG Holdings first reported a position in EVIM in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • FWG Holdings held 196,386 shares of Eaton Vance Intermediate Municipal Income ETF worth $10.3M as of Q1 2026.
  • FWG Holdings bought 113,743 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2026, an estimated $6.08M.
  • Eaton Vance Intermediate Municipal Income ETF made up 3.91% of FWG Holdings's portfolio in Q1 2026, its #6 holding.
  • FWG Holdings first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.