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Whitaker-Myers Wealth Managers’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Whitaker-Myers Wealth Managers’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 		$333K Buy
6,627
+1,682
+34% +$84.6K 0.06% 99
2026
Q1 		$248K Buy
+4,945
New +$250K 0.05% 104

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $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
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Whitaker-Myers Wealth Managers's EVSM Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 34% in Q2 2026, buying an estimated $84.6K and bringing the position to 6,627 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #99.

Whitaker-Myers Wealth Managers first reported a position in EVSM in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 6,627 shares of Eaton Vance Short Duration Municipal Income ETF worth $333K as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 1,682 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $84.6K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #99 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.