Morgan Stanley
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Morgan Stanley’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Morgan Stanley’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
29,064
+13,200
+83% +$504K ﹤0.01% 5115
2025
Q4 		$576K Buy
15,864
+1,143
+8% +$41.4K ﹤0.01% 5437
2025
Q3 		$532K Sell
14,721
-10,068
-41% -$356K ﹤0.01% 5473
2025
Q2 		$846K Buy
24,789
+6,228
+34% +$200K ﹤0.01% 5193
2025
Q1 		$592K Buy
18,561
+3,717
+25% +$126K ﹤0.01% 5259
2024
Q4 		$503K Sell
14,844
-444
-3% -$15.5K ﹤0.01% 5417
2024
Q3 		$520K Buy
15,288
+1,242
+9% +$40.2K ﹤0.01% 5385
2024
Q2 		$441K Buy
14,046
+5,928
+73% +$187K ﹤0.01% 5345
2024
Q1 		$268K Sell
8,118
-4,518
-36% -$139K ﹤0.01% 5609
2023
Q4 		$382K Buy
12,636
+8,223
+186% +$225K ﹤0.01% 5721
2023
Q3 		$118K Buy
4,413
+1,218
+38% +$34.2K ﹤0.01% 5803
2023
Q2 		$90.2K Buy
3,195
+1,149
+56% +$30.8K ﹤0.01% 5998
2023
Q1 		$55.4K Buy
2,046
+633
+45% +$17.3K ﹤0.01% 6247
2022
Q4 		$36.9K Buy
+1,413
New +$36.8K ﹤0.01% 6418
2022
Q1 		– Sell
-1,800
Closed -$57K – 7962
2021
Q4 		$57K Buy
+1,800
New +$56K ﹤0.01% 6745

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley's BKMC Position: Q1 2026 in Review

Morgan Stanley increased its BNY Mellon US Mid Cap Core Equity ETF (BKMC) stake by 83% in Q1 2026, buying an estimated $504K and bringing the position to 29,064 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #5115.

Morgan Stanley first reported a position in BKMC in Q4 2021 and has held it in 15 quarters since. 38 funds tracked by Wall St. Rank hold BKMC as of Q1 2026.

  • Morgan Stanley held 29,064 shares of BNY Mellon US Mid Cap Core Equity ETF worth $1.07M as of Q1 2026.
  • Morgan Stanley bought 13,200 BNY Mellon US Mid Cap Core Equity ETF shares in Q1 2026, an estimated $504K.
  • BNY Mellon US Mid Cap Core Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5115 holding.
  • Morgan Stanley first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2021 and has held it in 15 quarters since.
  • 38 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q1 2026.

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