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Morgan Stanley Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (EVIM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 38k 52.55

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View all positions for Integrated Wealth Concepts

Top funds holding Morgan Stanley Etf Trust

Envestnet Asset Management
Wiley Bros.-aintree Capital
Morgan Stanley
Fortress Wealth Group
SK Wealth Management
Raymond James Financial
Spartan Wealth Advisory Services
Coign Capital Advisors
Clear Trail Advisors
Legacy Private Trust
LPL Financial
Crusonia Wealth Advisors
Jane Street
Integrated Wealth Concepts
Advisor Group Holdings

View all funds holding Morgan Stanley Etf Trust