EVSM — MORGAN STANLEY ETF TRUST

Ownership history in Mariner, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in MORGAN STANLEY ETF TRUST (EVSM). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,939 — 0% 0.00% $300K $49.83
2025 Q2 UNCHANGED 5,939 — 0% 0.00% $297K $49.03
2025 Q1 UNCHANGED 5,939 — 0% 0.00% $296K $48.48
2024 Q4 INITIATED 5,939 — — 0.00% $296K $48.10
% of Fund (quarterly)    EVSM price (monthly, adj. close)

Other funds also holding EVSM

As of 2025 Q4 — sorted by position size

Tilson Financial Group, Inc. 3Y 2.73% Sunflower Bank, N.A. 3Y 2.42% Garrett Wealth Advisory Group, LLC 3Y 7Y 2.34% WEALTHSPAN PARTNERS, LLC 3Y 0.94% FSA Advisors, Inc. 0.59% ORBA Wealth Advisors, L.L.C. 0.56% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 0.51% MBA Advisors LLC 3Y 0.41% GENESIS PRIVATE WEALTH, LLC 0.29% Diversified Portfolios, Inc. 3Y 7Y 0.27%
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