EVLN β€” MORGAN STANLEY ETF TRUST

Ownership history in Flagship Private Wealth, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Flagship Private Wealth, LLC reported a position in MORGAN STANLEY ETF TRUST (EVLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.68% (2025 Q3)
πŸ“Š Avg. % of fund
0.54%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    EVLN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,937 -14,368 -41.9% 0.39% $986K $48.94
2025 Q3 INITIATED 34,305 β€” β€” 0.68% $1.7M $48.30

🏒 Other funds also holding EVLN

As of 2025 Q4 β€” sorted by position size

TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 33.97% Eldridge Investment Advisors, Inc. 3Y 7Y 2.07% Founders Financial Alliance, LLC 3Y 1.18% New England Capital Financial Advisors LLC 3Y 1.17% WEALTHSPAN PARTNERS, LLC 3Y 0.36% Impact Partnership Wealth, LLC 0.25% Next Level Private LLC 3Y 0.16% Gateway Wealth Partners, LLC 3Y 0.12% Fortitude Advisory Group L.L.C. 3Y 0.11% Allworth Financial LP 3Y 7Y 0.1%
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