Royal Bank of Canada
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Royal Bank of Canada’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Royal Bank of Canada’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 		$71K Buy
1,406
+571
+68% +$28.9K ﹤0.01% 5316
2025
Q4 		$42K Buy
835
+422
+102% +$21.3K ﹤0.01% 5652
2025
Q3 		$21K Sell
413
-3,234
-89% -$163K ﹤0.01% 6201
2025
Q2 		$182K Buy
+3,647
New +$182K ﹤0.01% 5235
2025
Q1 		– Sell
-275
Closed -$14K – 7313
2024
Q4 		$14K Sell
275
-278
-50% -$13.9K ﹤0.01% 6257
2024
Q3 		$28K Buy
+553
New +$27.7K ﹤0.01% 5984

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
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 $364M AUM 16.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Royal Bank of Canada's EVSM Position: Q1 2026 in Review

Royal Bank of Canada increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 68% in Q1 2026, buying an estimated $28.9K and bringing the position to 1,406 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #5316.

Royal Bank of Canada first reported a position in EVSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $182K in Q2 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Royal Bank of Canada held 1,406 shares of Eaton Vance Short Duration Municipal Income ETF worth $71K as of Q1 2026.
  • Royal Bank of Canada bought 571 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $28.9K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #5316 holding.
  • Royal Bank of Canada first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 6 quarters since.
  • Royal Bank of Canada's Eaton Vance Short Duration Municipal Income ETF position peaked at $182K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.