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EVSM icon

NewEdge Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

NewEdge 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
Q1 		$453K Buy
9,034
+390
+5% +$19.7K ﹤0.01% 2071
2025
Q4 		$435K Buy
8,644
+3,023
+54% +$152K ﹤0.01% 2075
2025
Q3 		$283K Sell
5,621
-2,199
-28% -$111K ﹤0.01% 2211
2025
Q2 		$391K Buy
7,820
+6,420
+459% +$320K ﹤0.01% 1842
2025
Q1 		$69.8K Buy
+1,400
New +$70K ﹤0.01% 2423

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 $364M AUM 16.66% 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

NewEdge Advisors's EVSM Position: Q1 2026 in Review

NewEdge Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 4.5% in Q1 2026, buying an estimated $19.7K and bringing the position to 9,034 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

NewEdge Advisors first reported a position in EVSM in Q1 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • NewEdge Advisors held 9,034 shares of Eaton Vance Short Duration Municipal Income ETF worth $453K as of Q1 2026.
  • NewEdge Advisors bought 390 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $19.7K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2071 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.