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Morgan Stanley’s
SonicShares Global Shipping ETF
BOAT
Stock Holding History
Morgan Stanley’s Portfolio
BOAT Stock Details
BOAT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$17.7K
Buy
436
+103
+31%
+$3.87K
﹤0.01%
6777
2025
Q4
$10.5K
Buy
333
+75
+29%
+$2.38K
﹤0.01%
6878
2025
Q3
$8.02K
Hold
258
–
–
﹤0.01%
6960
2025
Q2
$7.34K
Sell
258
-663
-72%
-$18.4K
﹤0.01%
6934
2025
Q1
$24.2K
Buy
921
+325
+55%
+$8.98K
﹤0.01%
6503
2024
Q4
$16.7K
Sell
596
-151
-20%
-$4.81K
﹤0.01%
6627
2024
Q3
$26.5K
Sell
747
-101
-12%
-$3.41K
﹤0.01%
6413
2024
Q2
$31K
Buy
848
+286
+51%
+$9.87K
﹤0.01%
6325
2024
Q1
$16.9K
Buy
562
+328
+140%
+$10.2K
﹤0.01%
6540
2023
Q4
$7.05K
Sell
234
-725
-76%
-$20.5K
﹤0.01%
6919
2023
Q3
$26.8K
Hold
959
–
–
﹤0.01%
6396
2023
Q2
$25K
Buy
959
+578
+152%
+$16.7K
﹤0.01%
6493
2023
Q1
$11.6K
Hold
381
–
–
﹤0.01%
6830
2022
Q4
$10.6K
Hold
381
–
–
﹤0.01%
6913
2022
Q3
$9K
Sell
381
-700
-65%
-$20.7K
﹤0.01%
7095
2022
Q2
$31K
Hold
1,081
–
–
﹤0.01%
6819
2022
Q1
$37K
Buy
+1,081
New
+$35K
﹤0.01%
6840
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$7.19B AUM
23.93%
1-Year Est. Return
GS
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$2.83B AUM
21.76%
1-Year Est. Return
WI
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$210M AUM
40.95%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
Cambridge Investment Research Advisors
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$38.8B AUM
21.88%
1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
VAG
VisionPoint Advisory Group
Dallas, Texas
$613M AUM
30.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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