EVIM β€” MORGAN STANLEY ETF TRUST

Ownership history in FWG Holdings, LLC  Β·  1 quarter on record

AI Ownership Summary

FWG Holdings, LLC reported MORGAN STANLEY ETF TRUST (EVIM) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 3.91% in 2026 Q1. The latest visible filing shows EVIM at 3.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FWG Holdings, LLC's position in MORGAN STANLEY ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVIM was reported at 3.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.91% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FWG Holdings, LLC held EVIM β€” position size vs. price
% of Fund (quarterly)    EVIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 196,386 β€” β€” 3.91% $10.3M 2026-04-13 $52.98

FAQ About FWG Holdings, LLC and EVIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FWG Holdings, LLC reported owning EVIM?

FWG Holdings, LLC reported EVIM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported EVIM position in FWG Holdings, LLC's portfolio?

The largest reported portfolio weight for EVIM was 3.91% in 2026 Q1.

What is the latest reported EVIM position on this page?

The most recent filing on this page is 2026 Q1, when FWG Holdings, LLC reported 196,386 shares, equal to 3.91% of portfolio, with an estimated market value of $10.3M.

What does the chart on this EVIM ownership page compare?

The chart compares FWG Holdings, LLC's quarterly EVIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to FWG Holdings, LLC Holdings