EVIM — MORGAN STANLEY ETF TRUST

Ownership history in &PARTNERS  ·  6 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS reported a position in MORGAN STANLEY ETF TRUST (EVIM). 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
0.38% (2025 Q3)
Avg. % of fund
0.31%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,272,793 +139,178 +12.3% 0.35% $67.6M $52.79
2025 Q3 ADDED 1,133,615 +235,837 +26.3% 0.38% $59.5M $51.74
2025 Q2 ADDED 897,778 +318,379 +54.9% 0.36% $46.3M $50.13
2025 Q1 ADDED 579,399 +171,416 +42.0% 0.32% $30.1M $49.88
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% of Fund (quarterly)    EVIM price (monthly, adj. close)

Other funds also holding EVIM

As of 2025 Q4 — sorted by position size

SK Wealth Management, LLC 0.6% Interchange Capital Partners, LLC 3Y 0.36% FSA Advisors, Inc. 0.25% Legacy Private Trust Co. 3Y 7Y 0.25% TCFG WEALTH MANAGEMENT, LLC 0.09% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% Cornerstone Wealth Management, LLC 3Y 7Y 0.02% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.02% Clarity Asset Management, Inc. 0.01%
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