Mariner
EVSM icon

Mariner’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Mariner’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
2025
Q4 		– Sell
-5,939
Closed -$300K – 3839
2025
Q3 		$300K Hold
5,939
– – ﹤0.01% 2809
2025
Q2 		$297K Hold
5,939
– – ﹤0.01% 2735
2025
Q1 		$296K Hold
5,939
– – ﹤0.01% 2637
2024
Q4 		$296K Buy
+5,939
New +$297K ﹤0.01% 2633

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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 $364M AUM 16.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mariner's EVSM Position: Q4 2025 in Review

Mariner sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q4 2025, closing a stake of 5,939 shares — an estimated $300K sold.

Mariner first reported a position in EVSM in Q4 2024 and held it in 4 quarters. The position peaked at $300K in Q3 2025. 75 funds tracked by Wall St. Rank hold EVSM as of Q4 2025.

  • Mariner reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 5,939 Eaton Vance Short Duration Municipal Income ETF shares in Q4 2025, an estimated $300K.
  • Mariner first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and held it in 4 quarters.
  • Mariner's Eaton Vance Short Duration Municipal Income ETF position peaked at $300K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.