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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
Q2 		$1.89M Buy
+37,663
New +$1.9M 0.07% 79

Other funds holding EVSM

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
MA
MBA Advisors Hermitage, Pennsylvania $297M AUM 20.52% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Root Financial Partners's EVSM Position: Q2 2026 in Review

Root Financial Partners opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 37,663 shares worth $1.89M. The stake represents 0.07% of the portfolio and ranks #79 among its holdings.

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

  • Root Financial Partners held 37,663 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.89M as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Root Financial Partners position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.07% of Root Financial Partners's portfolio in Q2 2026, its #79 holding.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.