Vise Technologies’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Vise Technologies’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	0.02%	561

Other funds holding EVSM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Vise Technologies's EVSM Position: Q2 2026 in Review

Vise Technologies 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 0.02% of the portfolio and ranks #561 among its holdings.

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

Vise Technologies 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 Vise Technologies position in Q2 2026.
Eaton Vance Short Duration Municipal Income ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #561 holding.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.