Private Trust Company’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Private Trust Company’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	$30.1K	Buy	+599	New	+$30.1K	﹤0.01%	1600

Other funds holding EVSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&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

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

Private Trust Company's EVSM Position: Q2 2026 in Review

Private Trust Company opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 599 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings.

105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Private Trust Company held 599 shares of Eaton Vance Short Duration Municipal Income ETF worth $30.1K as of Q2 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Private Trust Company position in Q2 2026.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1600 holding.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.