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Nvest Financial’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Nvest Financial’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 		$252K Buy
5,031
+23
+0.5% +$1.16K 0.09% 127
2025
Q4 		$252K Buy
5,008
+50
+1% +$2.52K 0.1% 118
2025
Q3 		$250K Buy
+4,958
New +$249K 0.14% 112

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 $333M AUM 14.3% 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

Nvest Financial's EVSM Position: Q1 2026 in Review

Nvest Financial increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.46% in Q1 2026, buying an estimated $1.16K and bringing the position to 5,031 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #127.

Nvest Financial first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Nvest Financial held 5,031 shares of Eaton Vance Short Duration Municipal Income ETF worth $252K as of Q1 2026.
  • Nvest Financial bought 23 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $1.16K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.09% of Nvest Financial's portfolio in Q1 2026, its #127 holding.
  • Nvest Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.