EVSD — MORGAN STANLEY ETF TRUST

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in MORGAN STANLEY ETF TRUST (EVSD). 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
2.41% (2025 Q3)
Avg. % of fund
2.11%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 116,170 -6,489 -5.3% 2.17% $6.0M $51.07
2025 Q3 ADDED 122,659 +14,428 +13.3% 2.41% $6.3M $50.41
2025 Q2 ADDED 108,231 +41,305 +61.7% 2.29% $5.5M $49.57
2025 Q1 INITIATED 66,926 — — 1.57% $3.4M $48.66
% of Fund (quarterly)    EVSD price (monthly, adj. close)

Other funds also holding EVSD

As of 2025 Q4 — sorted by position size

Tilson Financial Group, Inc. 3Y 5.1% Platform Technology Partners 3Y 2.73% Per Stirling Capital Management, LLC. 3Y 1.95% Systelligence, LLC 3Y 1.6% Nemes Rush Group LLC 0.95% Eldridge Investment Advisors, Inc. 3Y 7Y 0.63% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.53% Blue Water Asset Management 0.41% NorthLanding Financial Partners, LLC 3Y 0.36% Gateway Wealth Partners, LLC 3Y 0.3%
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