Morgan Stanley
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Morgan Stanley’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Morgan Stanley’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$888K Buy
7,588
+5,385
+244% +$628K ﹤0.01% 5264
2026
Q1 		$256K Sell
2,203
-8,925
-80% -$1.03M ﹤0.01% 5773
2025
Q4 		$1.28M Sell
11,128
-301
-3% -$34.4K ﹤0.01% 5063
2025
Q3 		$1.3M Buy
11,429
+6,794
+147% +$769K ﹤0.01% 5034
2025
Q2 		$522K Sell
4,635
-141,093
-97% -$15.8M ﹤0.01% 5443
2025
Q1 		$16.2M Buy
145,728
+145,251
+30,451% +$16.1M ﹤0.01% 2901
2024
Q4 		$52.6K Buy
477
+1
+0.2% +$110 ﹤0.01% 6274
2024
Q3 		$51.9K Sell
476
-175,931
-100% -$19.1M ﹤0.01% 6210
2024
Q2 		$19M Buy
176,407
+175,931
+36,960% +$18.8M ﹤0.01% 2720
2024
Q1 		$50.7K Buy
+476
New +$50.4K ﹤0.01% 6208

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Morgan Stanley's BOXX Position: Q2 2026 in Review

Morgan Stanley increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 244% in Q2 2026, buying an estimated $628K and bringing the position to 7,588 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #5264.

Morgan Stanley first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $19M in Q2 2024. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Morgan Stanley held 7,588 shares of Alpha Architect 1-3 Month Box ETF worth $888K as of Q2 2026.
  • Morgan Stanley bought 5,385 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $628K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5264 holding.
  • Morgan Stanley first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Morgan Stanley's Alpha Architect 1-3 Month Box ETF position peaked at $19M in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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