Summit Trail Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Summit Trail Advisors’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 Q1	$383K	Buy	+36,767	New	+$398K	0.01%	1247
2022 Q2	–	Sell	-14,997	Closed	-$178K	–	395
2022 Q1	$178K	Sell	14,997 -4,434	-23%	-$55.7K	0.01%	305
2021 Q4	$269K	Sell	19,431 -46,138	-70%	-$634K	0.02%	244
2021 Q3	$907K	Sell	65,569 -43,722	-40%	-$621K	0.07%	122
2021 Q2	$1.53M	Sell	109,291 -2,497	-2%	-$34.8K	0.13%	80
2021 Q1	$1.54M	Buy	111,788 +21,996	+24%	+$297K	0.17%	64
2020 Q4	$1.2M	Buy	89,792 +18,118	+25%	+$236K	0.15%	67
2020 Q3	$932K	Sell	71,674 -2,286	-3%	-$29.2K	0.18%	63
2020 Q2	$924K	Buy	+73,960	New	+$887K	0.17%	56

Other funds holding EVN

Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Summit Trail Advisors's EVN Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Eaton Vance Municipal Income Trust (EVN) in Q1 2026: 36,767 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in EVN as recently as Q1 2022.

Summit Trail Advisors first reported a position in EVN in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2021. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2026.

Summit Trail Advisors held 36,767 shares of Eaton Vance Municipal Income Trust worth $383K as of Q1 2026.
Eaton Vance Municipal Income Trust was a new Summit Trail Advisors position in Q1 2026.
Eaton Vance Municipal Income Trust made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1247 holding.
Summit Trail Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2020 and has held it in 9 quarters since.
Summit Trail Advisors's Eaton Vance Municipal Income Trust position peaked at $1.54M in Q1 2021.
87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.