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

Montis Financial’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
Q1 		– Sell
-5,687
Closed -$286K – 161
2025
Q4 		$286K Buy
5,687
+71
+1% +$3.58K 0.06% 129
2025
Q3 		$283K Buy
5,616
+576
+11% +$29K 0.07% 131
2025
Q2 		$252K Buy
+5,040
New +$251K 0.07% 118

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Montis Financial's EVSM Position: Q1 2026 in Review

Montis Financial sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026, closing a stake of 5,687 shares — an estimated $286K sold.

Montis Financial first reported a position in EVSM in Q2 2025 and held it in 3 quarters. The position peaked at $286K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Montis Financial reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 5,687 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $286K.
  • Montis Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and held it in 3 quarters.
  • Montis Financial's Eaton Vance Short Duration Municipal Income ETF position peaked at $286K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.