EVMO β€” MORGAN STANLEY ETF TRUST

Ownership history in WEALTHSPAN PARTNERS, LLC  Β·  1 quarter on record

AI Ownership Summary

WEALTHSPAN PARTNERS, LLC reported MORGAN STANLEY ETF TRUST (EVMO) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.53% in 2025 Q4. The latest visible filing shows EVMO at 0.53% 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 EVMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHSPAN PARTNERS, LLC'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
2025 Q4

EVMO was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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.

How WEALTHSPAN PARTNERS, LLC held EVMO β€” position size vs. price
% of Fund (quarterly)    EVMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 28,529 β€” β€” 0.53% $1.4M 2026-02-14 (Est.) $50.99

FAQ About WEALTHSPAN PARTNERS, LLC and EVMO

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

How long has WEALTHSPAN PARTNERS, LLC reported owning EVMO?

WEALTHSPAN PARTNERS, LLC reported EVMO across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported EVMO position in WEALTHSPAN PARTNERS, LLC's portfolio?

The largest reported portfolio weight for EVMO was 0.53% in 2025 Q4.

What is the latest reported EVMO position on this page?

The most recent filing on this page is 2025 Q4, when WEALTHSPAN PARTNERS, LLC reported 28,529 shares, equal to 0.53% of portfolio, with an estimated market value of $1.4M.

What does the chart on this EVMO ownership page compare?

The chart compares WEALTHSPAN PARTNERS, LLC's quarterly EVMO 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.

← Back to WEALTHSPAN PARTNERS, LLC Holdings