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MORGAN STANLEY: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on EFV, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 9,234,472 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,234,472 shares
    Change vs previous 13F -2,733,544 shares

    0.04% of the 13F portfolio, value $706,898,966.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,968,016 shares
    Change vs previous 13F -17,878 shares

    0.05% of the 13F portfolio, value $889,822,125.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 11,985,894 shares
    Change vs previous 13F +231,177 shares

    0.05% of the 13F portfolio, value $855,912,787.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 11,754,717 shares
    Change vs previous 13F +2,060,987 shares

    0.05% of the 13F portfolio, value $797,322,514.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 9,693,730 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $557,680,316.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).