Milestones Private Investment Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Milestones Private Investment Advisors’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
2026 Q2	$765K	Hold	15,212	–	–	0.61%	37
2026 Q1	$763K	Buy	15,212 +54	+0.4%	+$2.73K	0.67%	40
2025 Q4	$764K	Buy	15,158 +354	+2%	+$17.8K	0.53%	53
2025 Q3	$747K	Buy	14,804 +1,811	+14%	+$91.1K	0.51%	56
2025 Q2	$650K	Buy	+12,993	New	+$647K	0.48%	61

Other funds holding EVSM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Milestones Private Investment Advisors's EVSM Position: Q2 2026 in Review

Milestones Private Investment Advisors held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q2 2026 at 15,212 shares worth $765K. The position accounts for 0.61% of the portfolio, ranked #37.

Milestones Private Investment Advisors first reported a position in EVSM in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Milestones Private Investment Advisors held 15,212 shares of Eaton Vance Short Duration Municipal Income ETF worth $765K as of Q2 2026.
Milestones Private Investment Advisors left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Eaton Vance Short Duration Municipal Income ETF made up 0.61% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #37 holding.
Milestones Private Investment Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.