Morgan Stanley
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Morgan Stanley’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Morgan Stanley’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-361
Closed -$10.7K – 8122
2025
Q1 		$10.7K Hold
361
– – ﹤0.01% 6780
2024
Q4 		$11K Hold
361
– – ﹤0.01% 6770
2024
Q3 		$11.3K Buy
+361
New +$10.9K ﹤0.01% 6684

Other funds holding BSMC

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's BSMC Position: Q2 2025 in Review

Morgan Stanley sold out of Brandes US Small-Mid Cap Value ETF (BSMC) in Q2 2025, closing a stake of 361 shares — an estimated $10.7K sold.

Morgan Stanley first reported a position in BSMC in Q3 2024 and held it in 3 quarters. The position peaked at $11.3K in Q3 2024. 11 funds tracked by Wall St. Rank hold BSMC as of Q2 2025.

  • Morgan Stanley reported no remaining Brandes US Small-Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 361 Brandes US Small-Mid Cap Value ETF shares in Q2 2025, an estimated $10.7K.
  • Morgan Stanley first reported a position in Brandes US Small-Mid Cap Value ETF in Q3 2024 and held it in 3 quarters.
  • Morgan Stanley's Brandes US Small-Mid Cap Value ETF position peaked at $11.3K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.