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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
Q2 		$6.24M Buy
117,220
+28,440
+32% +$1.51M 0.35% 61
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 $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FH
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
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Legacy Private Trust's EVIM Position: Q2 2026 in Review

Legacy Private Trust increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 32% in Q2 2026, buying an estimated $1.51M and bringing the position to 117,220 shares worth $6.24M. The position accounts for 0.35% of the portfolio, ranked #61.

Legacy Private Trust first reported a position in EVIM in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Legacy Private Trust held 117,220 shares of Eaton Vance Intermediate Municipal Income ETF worth $6.24M as of Q2 2026.
  • Legacy Private Trust bought 28,440 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $1.51M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.35% of Legacy Private Trust's portfolio in Q2 2026, its #61 holding.
  • Legacy Private Trust first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.