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Morgan Stanley Etf Trust shares owned by Montis Financial

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (EVSM) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Morgan Stanley Etf Trust

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 5.6k 50.43
2025-06-30 $252k 5.0k 50.00

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Morgan Stanley Etf Trust

Morgan Stanley
Ameriprise Financial
Envestnet Asset Management
Garrett Wealth Advisory Group
Wiley Bros.-aintree Capital
LPL Financial
Tilson Financial Group
Atria Investments
Farther Finance Advisors
Advisor Group Holdings
Mml Investors Services
Cambridge Investment Research Advisors
Wealthspan Partners
Arkadios Wealth Advisors
Cetera Investment Advisers

View all funds holding Morgan Stanley Etf Trust