Morgan Stanley’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Morgan Stanley’s Portfolio EVSD Stock Details EVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$452M	Buy	8,881,070 +949,344	+12%	+$48.4M	0.02%	618
2026 Q1	$404M	Buy	7,931,726 +2,058,594	+35%	+$106M	0.02%	615
2025 Q4	$302M	Buy	5,873,132 +648,459	+12%	+$33.4M	0.02%	746
2025 Q3	$269M	Buy	5,224,673 +1,172,198	+29%	+$60.2M	0.02%	766
2025 Q2	$207M	Buy	4,052,475 +2,327,684	+135%	+$118M	0.01%	866
2025 Q1	$87.6M	Buy	1,724,791 +655,414	+61%	+$33.2M	0.01%	1351
2024 Q4	$54M	Buy	1,069,377 +455,785	+74%	+$23.1M	﹤0.01%	1776
2024 Q3	$31.3M	Buy	613,592 +35,533	+6%	+$1.8M	﹤0.01%	2324
2024 Q2	$28.8M	Buy	+578,059	New	+$28.9M	﹤0.01%	2278

Other funds holding EVSD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Morgan Stanley's EVSD Position: Q2 2026 in Review

Morgan Stanley increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 12% in Q2 2026, buying an estimated $48.4M and bringing the position to 8,881,070 shares worth $452M. The position accounts for 0.02% of the portfolio, ranked #618.

Morgan Stanley first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Morgan Stanley held 8,881,070 shares of Eaton Vance Short Duration Income ETF worth $452M as of Q2 2026.
Morgan Stanley bought 949,344 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $48.4M.
Eaton Vance Short Duration Income ETF made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #618 holding.
Morgan Stanley first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

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