Morgan Stanley
EVMO

Morgan Stanley’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Morgan Stanley’s Portfolio EVMO Stock Details EVMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235M Sell
4,668,862
-17,137
-0.4% -$871K 0.01% 864
2025
Q4 		$238M Buy
4,685,999
+411,225
+10% +$20.9M 0.01% 853
2025
Q3 		$216M Buy
+4,274,774
New +$215M 0.01% 883

Other funds holding EVMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Morgan Stanley's EVMO Position: Q1 2026 in Review

Morgan Stanley reduced its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 0.37% in Q1 2026, selling an estimated $871K and leaving 4,668,862 shares worth $235M. The position accounts for 0.01% of the portfolio, ranked #864.

Morgan Stanley first reported a position in EVMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $238M in Q4 2025. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Morgan Stanley held 4,668,862 shares of Eaton Vance Mortgage Opportunities ETF worth $235M as of Q1 2026.
  • Morgan Stanley sold 17,137 Eaton Vance Mortgage Opportunities ETF shares in Q1 2026, an estimated $871K.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #864 holding.
  • Morgan Stanley first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Eaton Vance Mortgage Opportunities ETF position peaked at $238M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

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