EVSM — MORGAN STANLEY ETF TRUST

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in MORGAN STANLEY ETF TRUST (EVSM). 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
1.07% (2025 Q3)
Avg. % of fund
0.96%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 51,463 -4,107 -7.4% 0.94% $2.6M $50.14
2025 Q3 ADDED 55,570 +13,315 +31.5% 1.07% $2.8M $49.83
2025 Q2 INITIATED 42,255 — — 0.87% $2.1M $49.03
% of Fund (quarterly)    EVSM price (monthly, adj. close)

Other funds also holding EVSM

As of 2025 Q4 — sorted by position size

Tilson Financial Group, Inc. 3Y 2.73% Sunflower Bank, N.A. 3Y 2.42% Garrett Wealth Advisory Group, LLC 3Y 7Y 2.34% FSA Advisors, Inc. 0.59% ORBA Wealth Advisors, L.L.C. 0.56% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 0.51% MBA Advisors LLC 3Y 0.41% GENESIS PRIVATE WEALTH, LLC 0.29% Diversified Portfolios, Inc. 3Y 7Y 0.27% BlueStem Wealth Partners, LLC 0.16%
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