&PARTNERS EVIM — MORGAN STANLEY ETF TRUST

Ownership history in &PARTNERS  ·  7 quarters on record

AI Ownership Summary

&PARTNERS reported MORGAN STANLEY ETF TRUST (EVIM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q3. The latest visible filing shows EVIM at 0.38% 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 &PARTNERS'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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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.

EVIM stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held EVIM — position size vs. price
% of Fund (quarterly)    EVIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,453,116 +180,323 +14.2% 0.38% $76.7M 2026-05-15 $52.65
2025 Q4 ADDED — — — 1,272,793 +139,178 +12.3% 0.35% $67.6M 2026-02-17 $53.53
2025 Q3 ADDED — — — 1,133,615 +235,837 +26.3% 0.38% $59.5M 2025-11-14 $52.11
2025 Q2 ADDED — — — 897,778 +318,379 +54.9% 0.36% $46.3M 2025-08-14 $50.09
2025 Q1 ADDED — — — 579,399 +171,416 +42.0% 0.32% $30.1M 2025-05-15 $49.39
2024 Q4 ADDED — — — 407,983 +407,983 — 0.26% $21.3M 2025-02-14 $49.99
2024 Q3 INITIATED — — — — — — 0.20% $10.4M 2024-11-14 $49.64

🏢 Other funds also holding EVIM

As of 2026 Q1 — sorted by position size

FWG Holdings, LLC 3Y 3.91% Coign Capital Advisors LLC 2.58% SK Wealth Management, LLC 2.46% Clear Trail Advisors, LLC 0.8% Crusonia Wealth Advisors LLC 0.65% Spartan Wealth Advisory Services LLC 0.46% FSA Advisors, Inc. 0.38% Miller Financial Services LLC 0.3% Legacy Private Trust Co. 3Y 7Y 0.29% CLEAR INVESTMENT RESEARCH, LLC 3Y 7Y 0.22%

FAQ About &PARTNERS and EVIM

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

How long has &PARTNERS reported owning EVIM?

&PARTNERS reported EVIM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EVIM position in &PARTNERS's portfolio?

The largest reported portfolio weight for EVIM was 0.38% in 2025 Q3.

What is the latest reported EVIM position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 1,453,116 shares, equal to 0.38% of portfolio, with an estimated market value of $76.7M.

What does the chart on this EVIM ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their EVIM position?

Based on 13F filing dates vs. subsequent EVIM price moves, &PARTNERS correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on EVIM relative to SPY over the holding period was +7.3%.

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