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Legacy Private Trust’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Legacy Private Trust’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 		$4.66M Buy
88,780
+8,840
+11% +$472K 0.29% 67
2025
Q4 		$4.24M Buy
79,940
+20,960
+36% +$1.11M 0.25% 79
2025
Q3 		$3.1M Buy
+58,980
New +$3.05M 0.18% 93

Other funds holding EVIM

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Raymond James Financial
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Private Trust's EVIM Position: Q1 2026 in Review

Legacy Private Trust increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 11% in Q1 2026, buying an estimated $472K and bringing the position to 88,780 shares worth $4.66M. The position accounts for 0.29% of the portfolio, ranked #67.

Legacy Private Trust first reported a position in EVIM in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • Legacy Private Trust held 88,780 shares of Eaton Vance Intermediate Municipal Income ETF worth $4.66M as of Q1 2026.
  • Legacy Private Trust bought 8,840 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2026, an estimated $472K.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.29% of Legacy Private Trust's portfolio in Q1 2026, its #67 holding.
  • Legacy Private Trust first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.