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Osaic Holdings’s
Eaton Vance Short Duration Municipal Income ETF
EVSM
Stock Holding History
Osaic Holdings’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
$5.39M
Buy
107,318
+27,926
+35%
+$1.41M
0.01%
1314
2025
Q4
$4M
Buy
79,392
+11,236
+16%
+$566K
0.01%
1539
2025
Q3
$3.44M
Buy
68,156
+11,733
+21%
+$590K
﹤0.01%
1756
2025
Q2
$2.82M
Buy
56,423
+10,424
+23%
+$519K
0.01%
1638
2025
Q1
$2.29M
Buy
45,999
+31,722
+222%
+$1.59M
0.01%
1559
2024
Q4
$712K
Buy
14,277
+3,499
+32%
+$175K
﹤0.01%
2477
2024
Q3
$542K
Buy
+10,778
New
+$540K
﹤0.01%
2797
Other funds holding EVSM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
$10.6B AUM
19.99%
1-Year Est. Return
SA
Sanctuary Advisors
Indianapolis, Indiana
$18.5B AUM
23.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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