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Morgan Stanley Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (EVSM) 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 $1.8M 37k 50.19

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State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Morgan Stanley Etf Trust

Morgan Stanley
Ameriprise Financial
Oasis Advisors
LPL Financial
Envestnet Asset Management
Garrett Wealth Advisory Group
Wiley Bros.-aintree Capital
Sunflower Bank
Tilson Financial Group
Farther Finance Advisors
Sanctuary Advisors
Diversified Portfolios
Advisor Group Holdings
Summit Financial
Northwestern Mutual Wealth Management Company

View all funds holding Morgan Stanley Etf Trust