Root Financial Partners
EVSM icon

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

Root Financial Partners’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
Q3 		– Sell
-37,663
Closed -$1.89M – 3838
2026
Q2 		$1.89M Buy
+37,663
New +$1.9M 0.07% 79

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Root Financial Partners's EVSM Position: Q3 2026 in Review

Root Financial Partners sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026, closing a stake of 37,663 shares — an estimated $1.89M sold.

Root Financial Partners first reported a position in EVSM in Q2 2026 and held it in 1 quarter. The position peaked at $1.89M in Q2 2026. 27 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Root Financial Partners reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
  • Root Financial Partners sold 37,663 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $1.89M.
  • Root Financial Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2026 and held it in 1 quarter.
  • Root Financial Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.89M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.