PAPI — MORGAN STANLEY ETF TRUST

Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC  ·  8 quarters on record

This page tracks every 13F SEC filing in which COLDSTREAM CAPITAL MANAGEMENT INC reported a position in MORGAN STANLEY ETF TRUST (PAPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 7,870 — 0% 0.00% $203K $25.48
2025 Q3 UNCHANGED 7,870 — 0% 0.00% $205K $25.28
2025 Q1 UNCHANGED 7,870 — 0% 0.00% $209K $24.75
2024 Q4 UNCHANGED 7,870 — 0% 0.00% $206K $23.97
2024 Q3 UNCHANGED 7,870 — 0% 0.00% $214K $24.55
2024 Q2 UNCHANGED 7,870 — 0% 0.00% $203K $22.93
2024 Q1 UNCHANGED 7,870 — 0% 0.01% $213K $23.54
2023 Q4 INITIATED 7,870 — — 0.01% $203K —
% of Fund (quarterly)    PAPI price (monthly, adj. close)

Other funds also holding PAPI

As of 2025 Q4 — sorted by position size

Wayfinding Financial, LLC 3Y 1.06% FLAGSTAR ADVISORS INC 3Y 0.17% LRI Investments, LLC 0.05% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% MORGAN STANLEY 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.0% Manchester Capital Management LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Wilmington Savings Fund Society, FSB 3Y 7Y 0.0%
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