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Hancock Whitney’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Hancock Whitney’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
Q1 		– Sell
-9,954
Closed -$496K – 672
2024
Q4 		$496K Sell
9,954
-7,564
-43% -$379K 0.02% 432
2024
Q3 		$880K Buy
17,518
+11,854
+209% +$594K 0.03% 337
2024
Q2 		$281K Sell
5,664
-201
-3% -$10K 0.01% 525
2024
Q1 		$293K Buy
+5,865
New +$293K 0.01% 540

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P
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Osaic Holdings
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
QWM
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return