EA Series Trust’s Morgan Stanley MS Stock Holding History

EA Series Trust’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.11M	Buy	+24,669	New	+$2.11M	0.07%	375

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EA Series Trust's MS Position: Q2 2023 in Review

EA Series Trust opened a new position in Morgan Stanley (MS) in Q2 2023: 24,669 shares worth $2.11M. The stake represents 0.07% of the portfolio and ranks #375 among its holdings.

1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

EA Series Trust held 24,669 shares of Morgan Stanley worth $2.11M as of Q2 2023.
Morgan Stanley was a new EA Series Trust position in Q2 2023.
Morgan Stanley made up 0.07% of EA Series Trust's portfolio in Q2 2023, its #375 holding.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.