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Global Retirement Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Global Retirement Partners’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
2025
Q4 		$68.3K Buy
1,356
+14
+1% +$706 ﹤0.01% 2156
2025
Q3 		$67.7K Buy
1,342
+335
+33% +$16.9K ﹤0.01% 1731
2025
Q2 		$50.4K Buy
+1,007
New +$50.1K ﹤0.01% 1765
2024
Q4 		$5.03K Buy
+101
New +$5.06K ﹤0.01% 2679

Other funds holding EVSM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Retirement Partners's EVSM Position: Q4 2025 in Review

Global Retirement Partners increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 1% in Q4 2025, buying an estimated $706 and bringing the position to 1,356 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Global Retirement Partners first reported a position in EVSM in Q4 2024 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold EVSM as of Q4 2025.

  • Global Retirement Partners held 1,356 shares of Eaton Vance Short Duration Municipal Income ETF worth $68.3K as of Q4 2025.
  • Global Retirement Partners bought 14 Eaton Vance Short Duration Municipal Income ETF shares in Q4 2025, an estimated $706.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2156 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.