Morgan Stanley’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Morgan Stanley’s Portfolio EVSB Stock Details EVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109M	Sell	2,154,485 -50,182	-2%	-$2.56M	0.01%	1365
2025 Q4	$112M	Buy	2,204,667 +419,149	+23%	+$21.4M	0.01%	1355
2025 Q3	$91M	Buy	1,785,518 +226,802	+15%	+$11.6M	0.01%	1480
2025 Q2	$79.2M	Buy	1,558,716 +787,748	+102%	+$40.1M	0.01%	1517
2025 Q1	$39.2M	Buy	770,968 +191,185	+33%	+$9.72M	﹤0.01%	2041
2024 Q4	$29.4M	Buy	579,783 +124,406	+27%	+$6.31M	﹤0.01%	2362
2024 Q3	$23.1M	Buy	455,377 +26,366	+6%	+$1.34M	﹤0.01%	2662
2024 Q2	$21.6M	Buy	429,011 +43,080	+11%	+$2.18M	﹤0.01%	2576
2024 Q1	$19.4M	Sell	385,931 -344,069	-47%	-$17.4M	﹤0.01%	2729
2023 Q4	$36.8M	Buy	+730,000	New	+$36.7M	﹤0.01%	2772

Other funds holding EVSB

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley's EVSB Position: Q1 2026 in Review

Morgan Stanley reduced its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 2.3% in Q1 2026, selling an estimated $2.56M and leaving 2,154,485 shares worth $109M. The position accounts for 0.01% of the portfolio, ranked #1365.

Morgan Stanley first reported a position in EVSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $112M in Q4 2025. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

Morgan Stanley held 2,154,485 shares of Eaton Vance Ultra-Short Income ETF worth $109M as of Q1 2026.
Morgan Stanley sold 50,182 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $2.56M.
Eaton Vance Ultra-Short Income ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1365 holding.
Morgan Stanley first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's Eaton Vance Ultra-Short Income ETF position peaked at $112M in Q4 2025.
17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

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