Morgan Stanley
CEV

Morgan Stanley’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Morgan Stanley’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Buy
118,086
+2,858
+2% +$29.6K ﹤0.01% 5050
2025
Q4 		$1.16M Buy
115,228
+35,784
+45% +$368K ﹤0.01% 5105
2025
Q3 		$801K Sell
79,444
-397
-0.5% -$3.83K ﹤0.01% 5275
2025
Q2 		$773K Sell
79,841
-5,578
-7% -$54K ﹤0.01% 5236
2025
Q1 		$856K Buy
85,419
+4,125
+5% +$41.9K ﹤0.01% 5079
2024
Q4 		$816K Sell
81,294
-7,519
-8% -$79K ﹤0.01% 5193
2024
Q3 		$965K Sell
88,813
-472
-0.5% -$5.18K ﹤0.01% 5063
2024
Q2 		$971K Sell
89,285
-14,332
-14% -$152K ﹤0.01% 4975
2024
Q1 		$1.1M Sell
103,617
-99,329
-49% -$1.04M ﹤0.01% 4905
2023
Q4 		$2.1M Buy
202,946
+103,761
+105% +$995K ﹤0.01% 4895
2023
Q3 		$909K Sell
99,185
-3,581
-3% -$35.1K ﹤0.01% 4856
2023
Q2 		$1.03M Sell
102,766
-9,651
-9% -$96.8K ﹤0.01% 4810
2023
Q1 		$1.15M Buy
112,417
+778
+0.7% +$7.92K ﹤0.01% 4777
2022
Q4 		$1.11M Sell
111,639
-23,791
-18% -$231K ﹤0.01% 4816
2022
Q3 		$1.3M Buy
135,430
+10,073
+8% +$107K ﹤0.01% 4723
2022
Q2 		$1.34M Buy
125,357
+23,630
+23% +$253K ﹤0.01% 4825
2022
Q1 		$1.17M Buy
101,727
+3,606
+4% +$44.8K ﹤0.01% 4882
2021
Q4 		$1.33M Buy
98,121
+9,922
+11% +$136K ﹤0.01% 4874
2021
Q3 		$1.2M Buy
88,199
+2,969
+3% +$41.6K ﹤0.01% 4928
2021
Q2 		$1.19M Buy
85,230
+9,627
+13% +$131K ﹤0.01% 4980
2021
Q1 		$1M Sell
75,603
-1,800
-2% -$24.1K ﹤0.01% 4731
2020
Q4 		$1.06M Buy
77,403
+3,266
+4% +$43.7K ﹤0.01% 4630
2020
Q3 		$986K Sell
74,137
-1,450
-2% -$19.5K ﹤0.01% 4219
2020
Q2 		$996K Sell
75,587
-15,524
-17% -$196K ﹤0.01% 4171
2020
Q1 		$1.21M Sell
91,111
-2,148
-2% -$28.4K ﹤0.01% 3801
2019
Q4 		$1.26M Buy
93,259
+3,796
+4% +$50.5K ﹤0.01% 4377
2019
Q3 		$1.2M Sell
89,463
-6,187
-6% -$81.2K ﹤0.01% 4185
2019
Q2 		$1.18M Buy
95,650
+2,707
+3% +$33.1K ﹤0.01% 4134
2019
Q1 		$1.11M Sell
92,943
-1,209
-1% -$14.1K ﹤0.01% 4029
2018
Q4 		$1.04M Sell
94,152
-23,493
-20% -$258K ﹤0.01% 4246
2018
Q3 		$1.32M Buy
117,645
+12,228
+12% +$140K ﹤0.01% 4318
2018
Q2 		$1.21M Buy
105,417
+6,015
+6% +$68.7K ﹤0.01% 4489
2018
Q1 		$1.13M Buy
99,402
+5,975
+6% +$69.9K ﹤0.01% 4458
2017
Q4 		$1.14M Sell
93,427
-13,762
-13% -$169K ﹤0.01% 4452
2017
Q3 		$1.34M Sell
107,189
-815
-0.8% -$10.3K ﹤0.01% 4224
2017
Q2 		$1.35M Buy
108,004
+7,945
+8% +$99.6K ﹤0.01% 4134
2017
Q1 		$1.23M Buy
100,059
+12,668
+14% +$157K ﹤0.01% 4222
2016
Q4 		$1.07M Buy
87,391
+38,476
+79% +$491K ﹤0.01% 4410
2016
Q3 		$676K Buy
48,915
+6,703
+16% +$94.3K ﹤0.01% 4321
2016
Q2 		$597K Buy
42,212
+2,000
+5% +$28.2K ﹤0.01% 4327
2016
Q1 		$581K Buy
40,212
+5,452
+16% +$75.4K ﹤0.01% 4332
2015
Q4 		$463K Sell
34,760
-35,000
-50% -$457K ﹤0.01% 4597
2015
Q3 		$915K Sell
69,760
-35,362
-34% -$448K ﹤0.01% 4181
2015
Q2 		$1.31M Sell
105,122
-57,503
-35% -$758K ﹤0.01% 3993
2015
Q1 		$2.18M Sell
162,625
-11,294
-6% -$151K ﹤0.01% 3525
2014
Q4 		$2.27M Buy
173,919
+121,250
+230% +$1.54M ﹤0.01% 3463
2014
Q3 		$650K Sell
52,669
-336
-0.6% -$4.15K ﹤0.01% 4390
2014
Q2 		$661K Buy
53,005
+26,870
+103% +$332K ﹤0.01% 4376
2014
Q1 		$314K Buy
26,135
+1,960
+8% +$23.4K ﹤0.01% 4860
2013
Q4 		$271K Sell
24,175
-19,888
-45% -$225K ﹤0.01% 4871
2013
Q3 		$520K Buy
44,063
+21,901
+99% +$254K ﹤0.01% 4299
2013
Q2 		$271K Buy
+22,162
New +$299K ﹤0.01% 4660

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's CEV Position: Q1 2026 in Review

Morgan Stanley increased its Eaton Vance California Municipal Income Trust (CEV) stake by 2.5% in Q1 2026, buying an estimated $29.6K and bringing the position to 118,086 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #5050.

Morgan Stanley first reported a position in CEV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.27M in Q4 2014. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • Morgan Stanley held 118,086 shares of Eaton Vance California Municipal Income Trust worth $1.19M as of Q1 2026.
  • Morgan Stanley bought 2,858 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $29.6K.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5050 holding.
  • Morgan Stanley first reported a position in Eaton Vance California Municipal Income Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Eaton Vance California Municipal Income Trust position peaked at $2.27M in Q4 2014.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.