Northwestern Mutual Wealth Management
EVSD

Northwestern Mutual Wealth Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$193K Buy
3,791
+2,213
+140% +$113K ﹤0.01% 2022
2026
Q1 		$80.4K Buy
+1,578
New +$81.1K ﹤0.01% 2267
2025
Q4 		– Sell
-89
Closed -$4.58K – 4279
2025
Q3 		$4.58K Buy
+89
New +$4.57K ﹤0.01% 3172
2024
Q3 		– Sell
-15,627
Closed -$778K – 3875
2024
Q2 		$778K Buy
+15,627
New +$781K ﹤0.01% 1105

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVSD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 140% in Q2 2026, buying an estimated $113K and bringing the position to 3,791 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Northwestern Mutual Wealth Management first reported a position in EVSD in Q2 2024 and has held it in 4 quarters since. The position peaked at $778K in Q2 2024. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,791 shares of Eaton Vance Short Duration Income ETF worth $193K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2,213 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $113K.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2022 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Short Duration Income ETF position peaked at $778K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.