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
Q2 		$241M Buy
4,826,613
+157,751
+3% +$7.93M 0.01% 906
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 $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley's EVMO Position: Q2 2026 in Review

Morgan Stanley increased its Eaton Vance Mortgage Opportunities ETF (EVMO) stake by 3.4% in Q2 2026, buying an estimated $7.93M and bringing the position to 4,826,613 shares worth $241M. The position accounts for 0.01% of the portfolio, ranked #906.

Morgan Stanley first reported a position in EVMO in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold EVMO as of Q2 2026.

  • Morgan Stanley held 4,826,613 shares of Eaton Vance Mortgage Opportunities ETF worth $241M as of Q2 2026.
  • Morgan Stanley bought 157,751 Eaton Vance Mortgage Opportunities ETF shares in Q2 2026, an estimated $7.93M.
  • Eaton Vance Mortgage Opportunities ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #906 holding.
  • Morgan Stanley first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q2 2026.

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