EVLN — MORGAN STANLEY ETF TRUST

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, 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
0.36% (2025 Q4)
Avg. % of fund
0.24%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,094 +13,570 +208.0% 0.36% $994K $48.94
2025 Q3 INITIATED 6,524 — — 0.12% $324K $48.30
% 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% Impact Partnership Wealth, LLC 0.25% Next Level Private LLC 3Y 0.16% 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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