Rothschild Investment LLC’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Rothschild Investment LLC’s Portfolio EVN Stock Details EVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	+25,000	New	+$267K	0.01%	777
2026 Q1	–	Sell	-61,000	Closed	-$656K	–	3630
2025 Q4	$656K	Hold	61,000	–	–	0.04%	311
2025 Q3	$675K	Hold	61,000	–	–	0.04%	293
2025 Q2	$624K	Sell	61,000 -147,100	-71%	-$1.5M	0.04%	292
2025 Q1	$2.14M	Buy	208,100 +3,000	+1%	+$31.3K	0.14%	139
2024 Q4	$2.07M	Buy	205,100 +10,000	+5%	+$106K	0.14%	142
2024 Q3	$2.14M	Buy	195,100 +72,000	+58%	+$772K	0.14%	137
2024 Q2	$1.27M	Buy	123,100 +7,000	+6%	+$70.5K	0.09%	195
2024 Q1	$1.19M	Buy	116,100 +13,000	+13%	+$132K	0.09%	205
2023 Q4	$1.01M	Buy	+103,100	New	+$960K	0.08%	188

Other funds holding EVN

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Rothschild Investment LLC's EVN Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Eaton Vance Municipal Income Trust (EVN) in Q2 2026: 25,000 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in EVN as recently as Q4 2025.

Rothschild Investment LLC first reported a position in EVN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.14M in Q3 2024. 89 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

Rothschild Investment LLC held 25,000 shares of Eaton Vance Municipal Income Trust worth $282K as of Q2 2026.
Eaton Vance Municipal Income Trust was a new Rothschild Investment LLC position in Q2 2026.
Eaton Vance Municipal Income Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #777 holding.
Rothschild Investment LLC first reported a position in Eaton Vance Municipal Income Trust in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's Eaton Vance Municipal Income Trust position peaked at $2.14M in Q3 2024.
89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.