Morgan Stanley
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Morgan Stanley’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Morgan Stanley’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 		$179M Buy
3,549,162
+30,665
+0.9% +$1.54M 0.01% 1114
2026
Q1 		$177M Buy
3,518,497
+509,474
+17% +$25.8M 0.01% 1033
2025
Q4 		$152M Buy
3,009,023
+105,174
+4% +$5.3M 0.01% 1114
2025
Q3 		$146M Buy
2,903,849
+214,295
+8% +$10.8M 0.01% 1113
2025
Q2 		$134M Buy
2,689,554
+211,835
+9% +$10.5M 0.01% 1116
2025
Q1 		$123M Buy
2,477,719
+799,852
+48% +$40M 0.01% 1100
2024
Q4 		$83.7M Buy
1,677,867
+403,499
+32% +$20.2M 0.01% 1394
2024
Q3 		$64M Buy
1,274,368
+90,497
+8% +$4.54M ﹤0.01% 1607
2024
Q2 		$58.7M Sell
1,183,871
-41,613
-3% -$2.07M ﹤0.01% 1601
2024
Q1 		$61.1M Buy
+1,225,484
New +$61.3M ﹤0.01% 1575

Other funds holding EVSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
P
&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
SB
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's EVSM Position: Q2 2026 in Review

Morgan Stanley increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.87% in Q2 2026, buying an estimated $1.54M and bringing the position to 3,549,162 shares worth $179M. The position accounts for 0.01% of the portfolio, ranked #1114.

Morgan Stanley first reported a position in EVSM in Q1 2024 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Morgan Stanley held 3,549,162 shares of Eaton Vance Short Duration Municipal Income ETF worth $179M as of Q2 2026.
  • Morgan Stanley bought 30,665 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.54M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1114 holding.
  • Morgan Stanley first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.