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Global Retirement Partners’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Global Retirement Partners’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 		$2.76K Buy
+52
New +$2.75K ﹤0.01% 3897
2025
Q4 		$2.71K Buy
51
+1
+2% +$53 ﹤0.01% 3636
2025
Q3 		$2.65K Hold
50
– – ﹤0.01% 3218
2025
Q2 		$2.57K Buy
+50
New +$2.56K ﹤0.01% 3151

Other funds holding EVIM

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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
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 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

Global Retirement Partners's EVIM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q2 2026: 52 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #3897 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVIM as recently as Q4 2025.

Global Retirement Partners first reported a position in EVIM in Q2 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Global Retirement Partners held 52 shares of Eaton Vance Intermediate Municipal Income ETF worth $2.76K as of Q2 2026.
  • Eaton Vance Intermediate Municipal Income ETF was a new Global Retirement Partners position in Q2 2026.
  • Eaton Vance Intermediate Municipal Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3897 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.