MWM
EVN

Melfa Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Melfa Wealth Management’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4M Sell
354,956
-43,091
-11% -$460K 2.15% 8
2026
Q1 		$4.14M Sell
398,047
-887
-0.2% -$9.61K 2.38% 8
2025
Q4 		$4.29M Sell
398,934
-14,084
-3% -$154K 2.47% 5
2025
Q3 		$4.57M Buy
413,018
+52
+0% +$552 2.68% 5
2025
Q2 		$4.22M Sell
412,966
-922
-0.2% -$9.4K 2.67% 5
2025
Q1 		$4.25M Buy
413,888
+50
+0% +$522 2.87% 5
2024
Q4 		$4.18M Buy
413,838
+31
+0% +$327 2.8% 5
2024
Q3 		$4.54M Sell
413,807
-5,562
-1% -$59.6K 3% 5
2024
Q2 		$4.34M Sell
419,369
-1,540
-0.4% -$15.5K 3.03% 5
2024
Q1 		$4.31M Sell
420,909
-10,820
-3% -$110K 3.11% 4
2023
Q4 		$4.19M Buy
431,729
+976
+0.2% +$9.08K 3.95% 4
2023
Q3 		$3.84M Buy
430,753
+623
+0.1% +$6.02K 4.17% 4
2023
Q2 		$4.28M Sell
430,130
-10,583
-2% -$106K 4.34% 4
2023
Q1 		$4.46M Buy
440,713
+31,365
+8% +$322K 4.46% 3
2022
Q4 		$4.04M Buy
+409,348
New +$4.03M 4.22% 3

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Melfa Wealth Management's EVN Position: Q2 2026 in Review

Melfa Wealth Management reduced its Eaton Vance Municipal Income Trust (EVN) stake by 11% in Q2 2026, selling an estimated $460K and leaving 354,956 shares worth $4M. The position accounts for 2.15% of the portfolio, ranked #8.

Melfa Wealth Management first reported a position in EVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.57M in Q3 2025. 89 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

  • Melfa Wealth Management held 354,956 shares of Eaton Vance Municipal Income Trust worth $4M as of Q2 2026.
  • Melfa Wealth Management sold 43,091 Eaton Vance Municipal Income Trust shares in Q2 2026, an estimated $460K.
  • Eaton Vance Municipal Income Trust made up 2.15% of Melfa Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Melfa Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Eaton Vance Municipal Income Trust position peaked at $4.57M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.