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
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 $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

Morgan Stanley's ADFI Position: Q1 2026 in Review

Morgan Stanley opened a new position in Anfield Dynamic Fixed Income ETF (ADFI) in Q1 2026: 526 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #7166 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in ADFI as recently as Q2 2025.

Morgan Stanley first reported a position in ADFI in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.03K in Q2 2025. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • Morgan Stanley held 526 shares of Anfield Dynamic Fixed Income ETF worth $4.47K as of Q1 2026.
  • Anfield Dynamic Fixed Income ETF was a new Morgan Stanley position in Q1 2026.
  • Anfield Dynamic Fixed Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7166 holding.
  • Morgan Stanley first reported a position in Anfield Dynamic Fixed Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Morgan Stanley's Anfield Dynamic Fixed Income ETF position peaked at $8.03K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.