Morgan Stanley
EVIM icon

Morgan Stanley’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Morgan Stanley’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3M Sell
424,023
-7,773
-2% -$415K ﹤0.01% 2850
2025
Q4 		$22.9M Sell
431,796
-158,313
-27% -$8.39M ﹤0.01% 2808
2025
Q3 		$31M Sell
590,109
-48,124
-8% -$2.49M ﹤0.01% 2459
2025
Q2 		$32.8M Buy
638,233
+227,144
+55% +$11.6M ﹤0.01% 2312
2025
Q1 		$21.2M Buy
411,089
+77,356
+23% +$4.03M ﹤0.01% 2639
2024
Q4 		$17.4M Sell
333,733
-130,267
-28% -$6.85M ﹤0.01% 2896
2024
Q3 		$24.6M Buy
464,000
+95,000
+26% +$5.01M ﹤0.01% 2586
2024
Q2 		$19.2M Sell
369,000
-11,000
-3% -$574K ﹤0.01% 2711
2024
Q1 		$20M Sell
380,000
-400,000
-51% -$21.1M ﹤0.01% 2690
2023
Q4 		$41.3M Buy
+780,000
New +$40.2M ﹤0.01% 2655

Other funds holding EVIM

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
CCA
Coign Capital Advisors Draper, Utah $190M AUM 12.2% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $601M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return