Question 1

How many shares of EVIM does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 1.6M shares of EVIM (MORGAN STANLEY ETF TRUST).

Question 2

What is &PARTNERS's EVIM position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's EVIM position is worth $84.8M.

Question 3

Is &PARTNERS buying or selling EVIM?

Accepted Answer

In 2026-Q2, &PARTNERS increased their EVIM position (+9.4% change in shares).

Question 4

When did &PARTNERS first buy EVIM?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in EVIM in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+9.4%	$84.8M	0.3%	$53.27	39
2026-Q1	Increased	1.5M	+14.2%	$76.7M	0.4%	$53.63	40
2025-Q4	Increased	1.3M	+12.3%	$67.6M	0.4%	$52.90	40
2025-Q3	Increased	1.1M	+26.3%	$59.5M	0.4%	$51.80	43
2025-Q2	Increased	897,778	+55.0%	$46.3M	0.4%	$50.29	49
2025-Q1	Increased	579,399	+42.0%	$30.1M	0.3%	$49.88	46
2024-Q4	Increased	407,983	-	$21.3M	0.3%	$50.04	34
2024-Q3	New	0	-	$10.4M	0.2%	$50.48	46

EVIM8 quarters

EVIM
8 quarters