Question 1

How many shares of EVSM does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 267,880 shares of EVSM (MORGAN STANLEY ETF TRUST).

Question 2

What is &PARTNERS's EVSM position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's EVSM position is worth $13.5M.

Question 3

Is &PARTNERS buying or selling EVSM?

Accepted Answer

In 2026-Q2, &PARTNERS increased their EVSM position (+9.8% change in shares).

Question 4

When did &PARTNERS first buy EVSM?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	267,880	+9.8%	$13.5M	0.1%	$50.05	31
2026-Q1	Increased	243,867	+16.9%	$12.3M	0.1%	$49.55	32
2025-Q4	Increased	208,622	+11.3%	$10.5M	0.1%	$49.38	31
2025-Q3	Increased	187,411	+26.0%	$9.5M	0.1%	$49.06	34
2025-Q2	Increased	148,700	+40.6%	$7.4M	0.1%	$48.28	36
2025-Q1	Increased	105,747	+30.8%	$5.3M	0.1%	$47.74	34
2024-Q4	Increased	80,872	+71.9%	$4M	0.0%	$47.37	40
2024-Q3	New	47,037	-	$2.4M	0.0%	$47.34	36

EVSM8 quarters

EVSM
8 quarters