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Morgan Stanley Etf Trust shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 38k 50.31

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Morgan Stanley Etf Trust

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

View all funds holding Morgan Stanley Etf Trust