EVLN — MORGAN STANLEY ETF TRUST

Ownership history in Next Level Private LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Next Level Private 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.45% (2025 Q1)
Avg. % of fund
0.36%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,714 -16,940 -57.1% 0.16% $629K $48.94
2025 Q3 ADDED 29,654 +6,087 +25.8% 0.43% $1.5M $48.30
2025 Q2 REDUCED 23,567 -1,020 -4.1% 0.38% $1.2M $47.64
2025 Q1 INITIATED 24,587 — — 0.45% $1.2M $46.37
% of Fund (quarterly)    EVLN price (monthly, adj. close)

Other funds also holding EVLN

As of 2025 Q4 — 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% Flagship Private Wealth, LLC 3Y 0.39% WEALTHSPAN PARTNERS, LLC 3Y 0.36% Impact Partnership Wealth, LLC 0.25% 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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