Mercer Global Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Mercer Global Advisors’s Portfolio CEV Stock Details CEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7K	Buy	+1,015	New	+$10.4K	﹤0.01%	5101

Other funds holding CEV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFGLC

Stonebridge Financial Group, LLC/CA San Rafael, California $722M AUM

Mercer Global Advisors's CEV Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Eaton Vance California Municipal Income Trust (CEV) in Q2 2026: 1,015 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #5101 among its holdings.

29 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Mercer Global Advisors held 1,015 shares of Eaton Vance California Municipal Income Trust worth $10.7K as of Q2 2026.
Eaton Vance California Municipal Income Trust was a new Mercer Global Advisors position in Q2 2026.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5101 holding.
29 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.