UBS Group
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UBS Group’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

UBS Group’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31
Closed -$1.63K – 10683
2025
Q3 		$1.63K Sell
31
-1,112
-97% -$57.5K ﹤0.01% 9304
2025
Q2 		$58.7K Sell
1,143
-157
-12% -$8.02K ﹤0.01% 7644
2025
Q1 		$67K Buy
1,300
+1,086
+507% +$56.6K ﹤0.01% 7356
2024
Q4 		$11.1K Buy
+214
New +$11.2K ﹤0.01% 8257

Other funds holding EVIM

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

UBS Group's EVIM Position: Q4 2025 in Review

UBS Group sold out of Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q4 2025, closing a stake of 31 shares — an estimated $1.63K sold.

UBS Group first reported a position in EVIM in Q4 2024 and held it in 4 quarters. The position peaked at $67K in Q1 2025. 30 funds tracked by Wall St. Rank hold EVIM as of Q4 2025.

  • UBS Group reported no remaining Eaton Vance Intermediate Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 31 Eaton Vance Intermediate Municipal Income ETF shares in Q4 2025, an estimated $1.63K.
  • UBS Group first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2024 and held it in 4 quarters.
  • UBS Group's Eaton Vance Intermediate Municipal Income ETF position peaked at $67K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.