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Integrated Wealth Concepts’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$1.84M Buy
+36,659
New +$1.85M 0.01% 787

Other funds holding EVSM

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026: 36,659 shares worth $1.84M. The stake represents 0.01% of the portfolio and ranks #787 among its holdings.

93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Integrated Wealth Concepts held 36,659 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.84M as of Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #787 holding.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

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