Morgan Stanley’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-354,954
Closed -$3.37M 8284
2025
Q3
$3.37M Buy
354,954
+140,728
+66% +$1.27M ﹤0.01% 4449
2025
Q2
$1.91M Sell
214,226
-26,892
-11% -$239K ﹤0.01% 4729
2025
Q1
$2.24M Sell
241,118
-12,655
-5% -$119K ﹤0.01% 4531
2024
Q4
$2.33M Buy
253,773
+36,932
+17% +$347K ﹤0.01% 4596
2024
Q3
$2.09M Sell
216,841
-5,252
-2% -$50.5K ﹤0.01% 4615
2024
Q2
$2.11M Buy
222,093
+28,282
+15% +$266K ﹤0.01% 4530
2024
Q1
$1.83M Sell
193,811
-177,003
-48% -$1.65M ﹤0.01% 4643
2023
Q4
$3.39M Buy
370,814
+40,692
+12% +$344K ﹤0.01% 4631
2023
Q3
$2.68M Sell
330,122
-44,061
-12% -$384K ﹤0.01% 4196
2023
Q2
$3.33M Buy
374,183
+56,970
+18% +$505K ﹤0.01% 4070
2023
Q1
$2.86M Buy
317,213
+2,569
+0.8% +$23.1K ﹤0.01% 4220
2022
Q4
$2.72M Sell
314,644
-16,622
-5% -$142K ﹤0.01% 4250
2022
Q3
$2.82M Buy
331,266
+31,129
+10% +$289K ﹤0.01% 4179
2022
Q2
$2.78M Sell
300,137
-6,515
-2% -$60.6K ﹤0.01% 4283
2022
Q1
$3.08M Buy
306,652
+17,283
+6% +$183K ﹤0.01% 4174
2021
Q4
$3.36M Buy
289,369
+31,764
+12% +$375K ﹤0.01% 4138
2021
Q3
$3.08M Buy
257,605
+25,325
+11% +$305K ﹤0.01% 4197
2021
Q2
$2.78M Sell
232,280
-17,907
-7% -$212K ﹤0.01% 4366
2021
Q1
$2.91M Sell
250,187
-23,093
-8% -$266K ﹤0.01% 3956
2020
Q4
$3.21M Buy
273,280
+20,508
+8% +$237K ﹤0.01% 3738
2020
Q3
$2.87M Buy
252,772
+13,117
+5% +$151K ﹤0.01% 3303
2020
Q2
$2.67M Buy
239,655
+609
+0.3% +$6.56K ﹤0.01% 3316
2020
Q1
$2.52M Sell
239,046
-22,309
-9% -$252K ﹤0.01% 3147
2019
Q4
$2.94M Buy
261,355
+43,312
+20% +$487K ﹤0.01% 3717
2019
Q3
$2.47M Buy
218,043
+976
+0.4% +$11.1K ﹤0.01% 3593
2019
Q2
$2.39M Sell
217,067
-7,481
-3% -$80.5K ﹤0.01% 3642
2019
Q1
$2.37M Sell
224,548
-6,335
-3% -$65.9K ﹤0.01% 3446
2018
Q4
$2.29M Buy
230,883
+47,596
+26% +$471K ﹤0.01% 3648
2018
Q3
$1.82M Sell
183,287
-6,856
-4% -$70.3K ﹤0.01% 4072
2018
Q2
$1.96M Buy
190,143
+28,021
+17% +$289K ﹤0.01% 4095
2018
Q1
$1.66M Sell
162,122
-3,058
-2% -$33.2K ﹤0.01% 4156
2017
Q4
$1.9M Sell
165,180
-11,209
-6% -$133K ﹤0.01% 4073
2017
Q3
$2.12M Sell
176,389
-99,114
-36% -$1.19M ﹤0.01% 3833
2017
Q2
$3.2M Buy
275,503
+10,519
+4% +$122K ﹤0.01% 3338
2017
Q1
$3.01M Buy
264,984
+16,398
+7% +$188K ﹤0.01% 3427
2016
Q4
$2.83M Buy
248,586
+80,600
+48% +$952K ﹤0.01% 3595
2016
Q3
$2.28M Sell
167,986
-14,307
-8% -$198K ﹤0.01% 3393
2016
Q2
$2.52M Sell
182,293
-2,165
-1% -$28.2K ﹤0.01% 3239
2016
Q1
$2.32M Buy
184,458
+14,711
+9% +$185K ﹤0.01% 3228
2015
Q4
$2.06M Sell
169,747
-71,993
-30% -$860K ﹤0.01% 3459
2015
Q3
$2.81M Buy
241,740
+18,021
+8% +$207K ﹤0.01% 3184
2015
Q2
$2.52M Buy
223,719
+2,724
+1% +$32.3K ﹤0.01% 3407
2015
Q1
$2.66M Buy
220,995
+15,544
+8% +$187K ﹤0.01% 3318
2014
Q4
$2.42M Buy
205,451
+119,591
+139% +$1.4M ﹤0.01% 3392
2014
Q3
$974K Buy
85,860
+47
+0.1% +$541 ﹤0.01% 4046
2014
Q2
$993K Buy
85,813
+3,512
+4% +$39.8K ﹤0.01% 4058
2014
Q1
$894K Sell
82,301
-52,818
-39% -$566K ﹤0.01% 4090
2013
Q4
$1.38M Buy
135,119
+9,264
+7% +$94.3K ﹤0.01% 3683
2013
Q3
$1.3M Buy
125,855
+12,046
+11% +$122K ﹤0.01% 3572
2013
Q2
$1.24M Buy
+113,809
New +$1.34M ﹤0.01% 3535

Morgan Stanley's EVM Position: Q4 2025 in Review

Morgan Stanley sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 354,954 shares — an estimated $3.37M sold.

Morgan Stanley first reported a position in EVM in Q2 2013 and held it in 50 quarters. The position peaked at $3.39M in Q4 2023. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

  • Morgan Stanley reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 354,954 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $3.37M.
  • Morgan Stanley first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 50 quarters.
  • Morgan Stanley's Eaton Vance California Municipal Bond Fund position peaked at $3.39M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.