Morgan Stanley
ETV

Morgan Stanley’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Morgan Stanley’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.8M Buy
1,869,128
+64,599
+4% +$940K ﹤0.01% 2784
2026
Q1 		$24.7M Sell
1,804,529
-8,215
-0.5% -$118K ﹤0.01% 2752
2025
Q4 		$26M Sell
1,812,744
-7,959
-0.4% -$114K ﹤0.01% 2686
2025
Q3 		$25.9M Buy
1,820,703
+70,502
+4% +$983K ﹤0.01% 2639
2025
Q2 		$24.3M Sell
1,750,201
-25,097
-1% -$329K ﹤0.01% 2604
2025
Q1 		$23.5M Sell
1,775,298
-78,243
-4% -$1.1M ﹤0.01% 2533
2024
Q4 		$26.7M Buy
1,853,541
+31,313
+2% +$442K ﹤0.01% 2469
2024
Q3 		$25.1M Buy
1,822,228
+56,411
+3% +$759K ﹤0.01% 2562
2024
Q2 		$24.1M Buy
1,765,817
+76,838
+5% +$998K ﹤0.01% 2451
2024
Q1 		$21.8M Sell
1,688,979
-1,725,019
-51% -$22M ﹤0.01% 2599
2023
Q4 		$42.1M Buy
3,413,998
+1,747,876
+105% +$21.1M ﹤0.01% 2634
2023
Q3 		$19.9M Sell
1,666,122
-85,796
-5% -$1.1M ﹤0.01% 2453
2023
Q2 		$22.4M Sell
1,751,918
-627,460
-26% -$7.79M ﹤0.01% 2364
2023
Q1 		$30.1M Buy
2,379,378
+334,113
+16% +$4.28M ﹤0.01% 2009
2022
Q4 		$25.1M Buy
2,045,265
+782,028
+62% +$10.3M ﹤0.01% 2119
2022
Q3 		$16.6M Buy
1,263,237
+22,242
+2% +$327K ﹤0.01% 2404
2022
Q2 		$16.8M Sell
1,240,995
-17,497
-1% -$250K ﹤0.01% 2480
2022
Q1 		$19.7M Buy
1,258,492
+60,020
+5% +$939K ﹤0.01% 2131
2021
Q4 		$20.1M Buy
1,198,472
+56,594
+5% +$933K ﹤0.01% 2136
2021
Q3 		$18.3M Buy
1,141,878
+134,575
+13% +$2.22M ﹤0.01% 2183
2021
Q2 		$16.4M Buy
1,007,303
+88,985
+10% +$1.43M ﹤0.01% 2385
2021
Q1 		$14.2M Sell
918,318
-24,087
-3% -$367K ﹤0.01% 2281
2020
Q4 		$14.5M Buy
942,405
+54,031
+6% +$783K ﹤0.01% 2124
2020
Q3 		$12.3M Buy
888,374
+55,399
+7% +$791K ﹤0.01% 1864
2020
Q2 		$11.8M Buy
832,975
+72,926
+10% +$983K ﹤0.01% 1823
2020
Q1 		$9.17M Buy
760,049
+151,573
+25% +$2.11M ﹤0.01% 1862
2019
Q4 		$9.1M Buy
608,476
+9,326
+2% +$139K ﹤0.01% 2527
2019
Q3 		$8.77M Buy
599,150
+7,140
+1% +$107K ﹤0.01% 2262
2019
Q2 		$8.89M Buy
592,010
+570
+0.1% +$8.47K ﹤0.01% 2288
2019
Q1 		$8.88M Buy
591,440
+9,165
+2% +$135K ﹤0.01% 2147
2018
Q4 		$7.85M Buy
582,275
+44,884
+8% +$661K ﹤0.01% 2385
2018
Q3 		$8.66M Buy
537,391
+49,866
+10% +$795K ﹤0.01% 2556
2018
Q2 		$7.53M Buy
487,525
+81,068
+20% +$1.24M ﹤0.01% 2697
2018
Q1 		$6.05M Buy
406,457
+9,364
+2% +$143K ﹤0.01% 2823
2017
Q4 		$6.1M Buy
397,093
+20,577
+5% +$313K ﹤0.01% 2885
2017
Q3 		$5.77M Buy
376,516
+36,632
+11% +$562K ﹤0.01% 2812
2017
Q2 		$5.18M Sell
339,884
-9,964
-3% -$153K ﹤0.01% 2794
2017
Q1 		$5.32M Buy
349,848
+4,374
+1% +$66.6K ﹤0.01% 2803
2016
Q4 		$5.13M Sell
345,474
-205,902
-37% -$3.05M ﹤0.01% 2963
2016
Q3 		$8.32M Sell
551,376
-150,851
-21% -$2.24M ﹤0.01% 2172
2016
Q2 		$10.4M Sell
702,227
-3,310
-0.5% -$48.9K ﹤0.01% 1953
2016
Q1 		$10.4M Sell
705,537
-49,354
-7% -$704K ﹤0.01% 1828
2015
Q4 		$11.6M Buy
754,891
+50,046
+7% +$751K ﹤0.01% 1844
2015
Q3 		$10M Sell
704,845
-22,123
-3% -$326K ﹤0.01% 1948
2015
Q2 		$10.8M Buy
726,968
+37,705
+5% +$570K ﹤0.01% 2038
2015
Q1 		$10.3M Sell
689,263
-34,632
-5% -$505K ﹤0.01% 2028
2014
Q4 		$10.2M Buy
723,895
+31,697
+5% +$470K ﹤0.01% 2053
2014
Q3 		$10.3M Buy
692,198
+52,278
+8% +$786K ﹤0.01% 1992
2014
Q2 		$9.44M Sell
639,920
-22,237
-3% -$325K ﹤0.01% 2085
2014
Q1 		$9.4M Sell
662,157
-25,949
-4% -$364K ﹤0.01% 2002
2013
Q4 		$9.64M Sell
688,106
-62,466
-8% -$844K ﹤0.01% 1983
2013
Q3 		$9.81M Buy
750,572
+45,851
+7% +$608K ﹤0.01% 1792
2013
Q2 		$9.2M Buy
+704,721
New +$9.31M ﹤0.01% 1775

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's ETV Position: Q2 2026 in Review

Morgan Stanley increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 3.6% in Q2 2026, buying an estimated $940K and bringing the position to 1,869,128 shares worth $27.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

Morgan Stanley first reported a position in ETV in Q2 2013 and has held it in 53 quarters since. The position peaked at $42.1M in Q4 2023. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Morgan Stanley held 1,869,128 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $27.8M as of Q2 2026.
  • Morgan Stanley bought 64,599 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $940K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2784 holding.
  • Morgan Stanley first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $42.1M in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.