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 Q1	$1.98M	Buy	+37,704	New	+$2.01M	0.02%	743

Other funds holding EVIM

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

CCA

Coign Capital Advisors Draper, Utah $190M AUM 12.2% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $601M AUM

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Integrated Wealth Concepts's EVIM Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q1 2026: 37,704 shares worth $1.98M. The stake represents 0.02% of the portfolio and ranks #743 among its holdings.

40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

Integrated Wealth Concepts held 37,704 shares of Eaton Vance Intermediate Municipal Income ETF worth $1.98M as of Q1 2026.
Eaton Vance Intermediate Municipal Income ETF was a new Integrated Wealth Concepts position in Q1 2026.
Eaton Vance Intermediate Municipal Income ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #743 holding.
40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.