Morgan Stanley
ADFI

Morgan Stanley’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Morgan Stanley’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-526
Closed -$4.47K – 8404
2026
Q1 		$4.47K Buy
+526
New +$4.51K ﹤0.01% 7166
2025
Q3 		– Sell
-942
Closed -$8.03K – 8160
2025
Q2 		$8.03K Buy
+942
New +$7.95K ﹤0.01% 6916

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $116M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
MWM
Mosley Wealth Management Anaheim, California $314M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

Morgan Stanley's ADFI Position: Q2 2026 in Review

Morgan Stanley sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q2 2026, closing a stake of 526 shares — an estimated $4.47K sold.

Morgan Stanley first reported a position in ADFI in Q2 2025 and held it in 2 quarters. The position peaked at $8.03K in Q2 2025. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2026.

  • Morgan Stanley reported no remaining Anfield Dynamic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 526 Anfield Dynamic Fixed Income ETF shares in Q2 2026, an estimated $4.47K.
  • Morgan Stanley first reported a position in Anfield Dynamic Fixed Income ETF in Q2 2025 and held it in 2 quarters.
  • Morgan Stanley's Anfield Dynamic Fixed Income ETF position peaked at $8.03K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2026.

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