Morgan Stanley
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Morgan Stanley’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Morgan Stanley’s Portfolio EVLN Stock Details EVLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360M Buy
7,416,476
+1,065,927
+17% +$52M 0.02% 713
2026
Q1 		$306M Sell
6,350,549
-104,089
-2% -$5.09M 0.02% 736
2025
Q4 		$319M Buy
6,454,638
+917,582
+17% +$45.5M 0.02% 712
2025
Q3 		$275M Buy
5,537,056
+488,680
+10% +$24.4M 0.02% 760
2025
Q2 		$252M Sell
5,048,376
-502,569
-9% -$24.9M 0.02% 753
2025
Q1 		$274M Buy
5,550,945
+1,869,662
+51% +$93.9M 0.02% 697
2024
Q4 		$185M Buy
3,681,283
+1,956,205
+113% +$98.7M 0.01% 870
2024
Q3 		$86.4M Buy
1,725,078
+259,385
+18% +$13.1M 0.01% 1360
2024
Q2 		$73.7M Buy
1,465,693
+484,293
+49% +$24.5M 0.01% 1394
2024
Q1 		$49.7M Buy
+981,400
New +$49.3M ﹤0.01% 1762

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Morgan Stanley's EVLN Position: Q2 2026 in Review

Morgan Stanley increased its Eaton Vance Floating-Rate ETF (EVLN) stake by 17% in Q2 2026, buying an estimated $52M and bringing the position to 7,416,476 shares worth $360M. The position accounts for 0.02% of the portfolio, ranked #713.

Morgan Stanley first reported a position in EVLN in Q1 2024 and has held it in 10 quarters since. 51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

  • Morgan Stanley held 7,416,476 shares of Eaton Vance Floating-Rate ETF worth $360M as of Q2 2026.
  • Morgan Stanley bought 1,065,927 Eaton Vance Floating-Rate ETF shares in Q2 2026, an estimated $52M.
  • Eaton Vance Floating-Rate ETF made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #713 holding.
  • Morgan Stanley first reported a position in Eaton Vance Floating-Rate ETF in Q1 2024 and has held it in 10 quarters since.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

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