World Investment Advisors
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World Investment Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

World Investment Advisors’s Portfolio ETX Stock Details ETX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Hold
12,388
– – ﹤0.01% 1400
2026
Q1 		$227K Buy
12,388
+141
+1% +$2.65K ﹤0.01% 1427
2025
Q4 		$229K Sell
12,247
-2,914
-19% -$55.8K ﹤0.01% 1320
2025
Q3 		$293K Buy
+15,161
New +$282K 0.01% 994

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

World Investment Advisors's ETX Position: Q2 2026 in Review

World Investment Advisors held its Eaton Vance Municipal Income 2028 Term Trust (ETX) position steady in Q2 2026 at 12,388 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

World Investment Advisors first reported a position in ETX in Q3 2025 and has held it in 4 quarters since. The position peaked at $293K in Q3 2025. 42 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

  • World Investment Advisors held 12,388 shares of Eaton Vance Municipal Income 2028 Term Trust worth $227K as of Q2 2026.
  • World Investment Advisors left its Eaton Vance Municipal Income 2028 Term Trust share count unchanged in Q2 2026.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1400 holding.
  • World Investment Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $293K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.