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
Q3 		$297K Sell
2,509
-5,079
-67% -$598K ﹤0.01% 5828
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 $67.3B AUM 21.9% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
Fortress Private Ledger
Fortress Private Ledger Raleigh, North Carolina $504M AUM 29.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Morgan Stanley's BOXX Position: Q3 2026 in Review

Morgan Stanley reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 67% in Q3 2026, selling an estimated $598K and leaving 2,509 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #5828.

Morgan Stanley first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $19M in Q2 2024. 350 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Morgan Stanley held 2,509 shares of Alpha Architect 1-3 Month Box ETF worth $297K as of Q3 2026.
  • Morgan Stanley sold 5,079 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $598K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #5828 holding.
  • Morgan Stanley first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
  • Morgan Stanley's Alpha Architect 1-3 Month Box ETF position peaked at $19M in Q2 2024.
  • 350 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.