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Morgan Stanley Etf Trust shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Morgan Stanley Etf Trust

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All positions including Morgan Stanley Etf Trust held by Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 52k 50.44

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit 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