Morgan Stanley
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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
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 $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Morgan Stanley's AESR Position: Q1 2026 in Review

Morgan Stanley opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q1 2026: 397 shares worth $6.64K. The stake represents ﹤0.01% of the portfolio and ranks #7070 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in AESR as recently as Q2 2025.

Morgan Stanley first reported a position in AESR in Q3 2021 and has held it in 5 quarters since. The position peaked at $409K in Q3 2021. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Morgan Stanley held 397 shares of Anfield US Equity Sector Rotation ETF worth $6.64K as of Q1 2026.
  • Anfield US Equity Sector Rotation ETF was a new Morgan Stanley position in Q1 2026.
  • Anfield US Equity Sector Rotation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7070 holding.
  • Morgan Stanley first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2021 and has held it in 5 quarters since.
  • Morgan Stanley's Anfield US Equity Sector Rotation ETF position peaked at $409K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

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