Morgan Stanley
ETJ

Morgan Stanley’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Morgan Stanley’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.93M Buy
725,750
+32,257
+5% +$279K ﹤0.01% 4012
2025
Q4 		$6.12M Sell
693,493
-191,464
-22% -$1.69M ﹤0.01% 4028
2025
Q3 		$7.96M Sell
884,957
-95,703
-10% -$859K ﹤0.01% 3748
2025
Q2 		$8.87M Buy
980,660
+195,627
+25% +$1.69M ﹤0.01% 3546
2025
Q1 		$6.64M Sell
785,033
-3,268
-0.4% -$29.4K ﹤0.01% 3685
2024
Q4 		$7.34M Buy
788,301
+7,087
+0.9% +$65.8K ﹤0.01% 3658
2024
Q3 		$7.19M Buy
781,214
+25,766
+3% +$230K ﹤0.01% 3677
2024
Q2 		$6.63M Buy
755,448
+43,374
+6% +$368K ﹤0.01% 3661
2024
Q1 		$5.95M Sell
712,074
-713,732
-50% -$5.83M ﹤0.01% 3784
2023
Q4 		$11.2M Buy
1,425,806
+650,996
+84% +$5.05M ﹤0.01% 3831
2023
Q3 		$5.95M Buy
774,810
+8,439
+1% +$68.1K ﹤0.01% 3600
2023
Q2 		$6.3M Sell
766,371
-24,012
-3% -$191K ﹤0.01% 3585
2023
Q1 		$6.28M Sell
790,383
-249,338
-24% -$1.94M ﹤0.01% 3582
2022
Q4 		$7.8M Sell
1,039,721
-184,401
-15% -$1.51M ﹤0.01% 3316
2022
Q3 		$10.1M Buy
1,224,122
+290,603
+31% +$2.67M ﹤0.01% 2973
2022
Q2 		$7.82M Sell
933,519
-224,796
-19% -$2.04M ﹤0.01% 3331
2022
Q1 		$11.4M Buy
1,158,315
+77,124
+7% +$776K ﹤0.01% 2759
2021
Q4 		$11.6M Sell
1,081,191
-5,652
-0.5% -$62.4K ﹤0.01% 2791
2021
Q3 		$11.6M Sell
1,086,843
-23,056
-2% -$259K ﹤0.01% 2714
2021
Q2 		$12.8M Sell
1,109,899
-302,188
-21% -$3.35M ﹤0.01% 2686
2021
Q1 		$15.2M Sell
1,412,087
-206,426
-13% -$2.19M ﹤0.01% 2211
2020
Q4 		$16.8M Sell
1,618,513
-72,388
-4% -$726K ﹤0.01% 1974
2020
Q3 		$16.2M Buy
1,690,901
+91,219
+6% +$906K ﹤0.01% 1634
2020
Q2 		$15.3M Sell
1,599,682
-63,148
-4% -$581K ﹤0.01% 1613
2020
Q1 		$13.8M Buy
1,662,830
+20,894
+1% +$188K ﹤0.01% 1542
2019
Q4 		$15.3M Buy
1,641,936
+2,644
+0.2% +$24.6K ﹤0.01% 1920
2019
Q3 		$15.1M Sell
1,639,292
-38,511
-2% -$362K ﹤0.01% 1722
2019
Q2 		$15.8M Buy
1,677,803
+9,870
+0.6% +$92.5K ﹤0.01% 1697
2019
Q1 		$15.3M Sell
1,667,933
-270
-0% -$2.37K ﹤0.01% 1651
2018
Q4 		$13.5M Buy
1,668,203
+31,498
+2% +$288K ﹤0.01% 1807
2018
Q3 		$16.3M Sell
1,636,705
-79,048
-5% -$776K ﹤0.01% 1883
2018
Q2 		$16.2M Sell
1,715,753
-10,232
-0.6% -$95.4K ﹤0.01% 1854
2018
Q1 		$15.5M Sell
1,725,985
-612,364
-26% -$5.72M ﹤0.01% 1913
2017
Q4 		$22.5M Sell
2,338,349
-24,636
-1% -$229K 0.01% 1569
2017
Q3 		$22.3M Buy
2,362,985
+88,752
+4% +$835K 0.01% 1483
2017
Q2 		$21.3M Buy
2,274,233
+188,464
+9% +$1.75M 0.01% 1473
2017
Q1 		$18.9M Buy
2,085,769
+685,769
+49% +$6.4M 0.01% 1626
2016
Q4 		$12.5M Buy
1,400,000
+149,507
+12% +$1.36M ﹤0.01% 2012
2016
Q3 		$11.8M Buy
1,250,493
+523
+0% +$5.08K ﹤0.01% 1870
2016
Q2 		$12.2M Buy
1,249,970
+99,682
+9% +$963K ﹤0.01% 1814
2016
Q1 		$10.9M Sell
1,150,288
-276,339
-19% -$2.62M ﹤0.01% 1792
2015
Q4 		$14.5M Buy
1,426,627
+109,957
+8% +$1.11M 0.01% 1666
2015
Q3 		$12.6M Buy
1,316,670
+35,027
+3% +$366K ﹤0.01% 1744
2015
Q2 		$13.9M Buy
1,281,643
+73,672
+6% +$802K ﹤0.01% 1809
2015
Q1 		$13.1M Buy
1,207,971
+96,351
+9% +$1.04M ﹤0.01% 1798
2014
Q4 		$11.8M Sell
1,111,620
-76,893
-6% -$876K ﹤0.01% 1908
2014
Q3 		$13.9M Sell
1,188,513
-153,674
-11% -$1.78M 0.01% 1734
2014
Q2 		$15.5M Buy
1,342,187
+15,749
+1% +$178K 0.01% 1644
2014
Q1 		$15M Buy
1,326,438
+145,923
+12% +$1.67M 0.01% 1618
2013
Q4 		$13.3M Buy
1,180,515
+445
+0% +$4.96K 0.01% 1682
2013
Q3 		$12.8M Buy
1,180,070
+92,591
+9% +$1.01M 0.01% 1573
2013
Q2 		$11.9M Buy
+1,087,479
New +$12.1M 0.01% 1569

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley's ETJ Position: Q1 2026 in Review

Morgan Stanley increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 4.7% in Q1 2026, buying an estimated $279K and bringing the position to 725,750 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

Morgan Stanley first reported a position in ETJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.5M in Q4 2017. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Morgan Stanley held 725,750 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $5.93M as of Q1 2026.
  • Morgan Stanley bought 32,257 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $279K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4012 holding.
  • Morgan Stanley first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $22.5M in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

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