EWG
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Executive Wealth Group’s Morgan Stanley MS Stock Holding History

Executive Wealth Group’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
2024
Q1 		$1.35M Buy
15,153
+10,136
+202% +$893K 0.28% 36
2023
Q4 		$468K Buy
5,017
+54
+1% +$4.32K 0.3% 36
2023
Q3 		$405K Buy
4,963
+48
+1% +$4.17K 0.29% 37
2023
Q2 		$420K Buy
4,915
+46
+0.9% +$3.93K 0.28% 37
2023
Q1 		$428K Buy
4,869
+37
+0.8% +$3.45K 0.3% 35
2022
Q4 		$411K Buy
4,832
+41
+0.9% +$3.49K 0.31% 34
2022
Q3 		$379K Buy
4,791
+40
+0.8% +$3.37K 0.33% 35
2022
Q2 		$361K Buy
4,751
+43
+0.9% +$3.52K 0.28% 38
2022
Q1 		$412K Buy
4,708
+31
+0.7% +$2.99K 0.27% 38
2021
Q4 		$459K Buy
4,677
+33
+0.7% +$3.29K 0.28% 35
2021
Q3 		$452K Buy
4,644
+31
+0.7% +$3.07K 0.28% 34
2021
Q2 		$423K Buy
4,613
+19
+0.4% +$1.63K 0.25% 35
2021
Q1 		$357K Buy
4,594
+22
+0.5% +$1.69K 0.22% 37
2020
Q4 		$313K Buy
4,572
+28
+0.6% +$1.61K 0.21% 38
2020
Q3 		$220K Buy
4,544
+31
+0.7% +$1.56K 0.17% 43
2020
Q2 		$218K Buy
+4,513
New +$190K 0.17% 42
2020
Q1 		– Sell
-4,443
Closed -$227K – 40
2019
Q4 		$227K Buy
+4,443
New +$210K 0.17% 38
2018
Q3 		– Sell
-4,255
Closed -$202K – 37
2018
Q2 		$202K Buy
4,255
+19
+0.4% +$993 0.18% 35
2018
Q1 		$229K Buy
4,236
+20
+0.5% +$1.11K 0.2% 33
2017
Q4 		$221K Buy
+4,216
New +$213K 0.2% 34

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return