Northwestern Mutual Wealth Management
EVSM icon

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

Northwestern Mutual Wealth Management’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 		$4.36M Buy
86,721
+27,170
+46% +$1.37M ﹤0.01% 915
2026
Q1 		$2.99M Buy
59,551
+42,245
+244% +$2.14M ﹤0.01% 975
2025
Q4 		$872K Buy
17,306
+16,906
+4,227% +$852K ﹤0.01% 1334
2025
Q3 		$20.2K Buy
+400
New +$20.1K ﹤0.01% 2666

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Northwestern Mutual Wealth Management increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 46% in Q2 2026, buying an estimated $1.37M and bringing the position to 86,721 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Northwestern Mutual Wealth Management first reported a position in EVSM in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 86,721 shares of Eaton Vance Short Duration Municipal Income ETF worth $4.36M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 27,170 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.37M.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #915 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

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