EVIM — MORGAN STANLEY ETF TRUST

Ownership history in UBS Group AG  ·  4 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 31 -1,112 -97.3% 0.00% $2K $51.74
2025 Q2 REDUCED 1,143 -157 -12.1% 0.00% $59K $50.13
2025 Q1 ADDED 1,300 +1,086 +507.5% 0.00% $67K $49.88
2024 Q4 INITIATED 214 — — 0.00% $11K $49.87
% 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% &PARTNERS 3Y 7Y 0.35% 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%
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