FH
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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
Q2 		$11.5M Buy
219,770
+23,384
+12% +$1.24M 3.99% 5
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 $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

FWG Holdings's EVIM Position: Q2 2026 in Review

FWG Holdings increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 12% in Q2 2026, buying an estimated $1.24M and bringing the position to 219,770 shares worth $11.5M. The position accounts for 3.99% of the portfolio, ranked #5.

FWG Holdings first reported a position in EVIM in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • FWG Holdings held 219,770 shares of Eaton Vance Intermediate Municipal Income ETF worth $11.5M as of Q2 2026.
  • FWG Holdings bought 23,384 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $1.24M.
  • Eaton Vance Intermediate Municipal Income ETF made up 3.99% of FWG Holdings's portfolio in Q2 2026, its #5 holding.
  • FWG Holdings first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.