Valued Advisers Tr shares owned by Morgan Stanley
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Valued Advisers Tr
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Quarterly reported holdings in Valued Advisers Tr by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $98k | 3.9k | 25.04 |
| 2024-12-31 | $93k | 3.9k | 23.76 |
| 2024-09-30 | $91k | 3.9k | 23.25 |
| 2024-06-30 | $85k | 3.9k | 21.66 |
| 2024-03-31 | $86k | 3.9k | 21.94 |
| 2023-12-31 | $78k | 3.9k | 19.88 |
| 2023-09-30 | $71k | 3.9k | 18.07 |
| 2023-06-30 | $100k | 5.4k | 18.60 |
| 2022-12-31 | $118k | 7.5k | 15.70 |