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 Q3	$6.58M	Buy	130,975 +13,755	+12%	+$718K	0.36%	58
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

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Legacy Private Trust's EVIM Position: Q3 2026 in Review

Legacy Private Trust increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 12% in Q3 2026, buying an estimated $718K and bringing the position to 130,975 shares worth $6.58M. The position accounts for 0.36% of the portfolio, ranked #58.

Legacy Private Trust first reported a position in EVIM in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold EVIM as of Q3 2026.

Legacy Private Trust held 130,975 shares of Eaton Vance Intermediate Municipal Income ETF worth $6.58M as of Q3 2026.
Legacy Private Trust bought 13,755 Eaton Vance Intermediate Municipal Income ETF shares in Q3 2026, an estimated $718K.
Eaton Vance Intermediate Municipal Income ETF made up 0.36% of Legacy Private Trust's portfolio in Q3 2026, its #58 holding.
Legacy Private Trust first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.