Morgan Stanley’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Morgan Stanley’s Portfolio AESR Stock Details AESR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-397	Closed	-$6.64K	–	8408
2026 Q1	$6.64K	Buy	+397	New	+$6.91K	﹤0.01%	7070
2025 Q3	–	Sell	-619	Closed	-$11.7K	–	8163
2025 Q2	$11.7K	Buy	+619	New	+$10.7K	﹤0.01%	6810
2022 Q2	–	Sell	-12,988	Closed	-$175K	–	7778
2022 Q1	$175K	Hold	12,988	–	–	﹤0.01%	5993
2021 Q4	$182K	Sell	12,988 -17,048	-57%	-$244K	﹤0.01%	6126
2021 Q3	$409K	Buy	+30,036	New	+$420K	﹤0.01%	5617

Other funds holding AESR

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Morgan Stanley's AESR Position: Q2 2026 in Review

Morgan Stanley sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q2 2026, closing a stake of 397 shares — an estimated $6.64K sold.

Morgan Stanley first reported a position in AESR in Q3 2021 and held it in 5 quarters. The position peaked at $409K in Q3 2021. 17 funds tracked by Wall St. Rank hold AESR as of Q2 2026.

Morgan Stanley reported no remaining Anfield US Equity Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 397 Anfield US Equity Sector Rotation ETF shares in Q2 2026, an estimated $6.64K.
Morgan Stanley first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2021 and held it in 5 quarters.
Morgan Stanley's Anfield US Equity Sector Rotation ETF position peaked at $409K in Q3 2021.
17 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2026.

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