Integrated Wealth Concepts
EVIM icon

Integrated Wealth Concepts’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Integrated Wealth Concepts’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 		$2.14M Buy
40,245
+2,541
+7% +$135K 0.01% 805
2026
Q1 		$1.98M Buy
+37,704
New +$2.01M 0.02% 743

Other funds holding EVIM

&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
FWG Holdings
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
SK Wealth Management
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Integrated Wealth Concepts's EVIM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 6.7% in Q2 2026, buying an estimated $135K and bringing the position to 40,245 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #805.

Integrated Wealth Concepts first reported a position in EVIM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Integrated Wealth Concepts held 40,245 shares of Eaton Vance Intermediate Municipal Income ETF worth $2.14M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,541 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $135K.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #805 holding.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.