Morgan Stanley
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Morgan Stanley’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Morgan Stanley’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Sell
8,463
-7,903
-48% -$218K ﹤0.01% 5862
2026
Q1 		$415K Buy
16,366
+6,493
+66% +$164K ﹤0.01% 5572
2025
Q4 		$230K Sell
9,873
-810
-8% -$18.6K ﹤0.01% 5879
2025
Q3 		$242K Sell
10,683
-2,830
-21% -$62.1K ﹤0.01% 5815
2025
Q2 		$275K Hold
13,513
– – ﹤0.01% 5723
2025
Q1 		$263K Sell
13,513
-26
-0.2% -$546 ﹤0.01% 5622
2024
Q4 		$293K Sell
13,539
-22
-0.2% -$495 ﹤0.01% 5640
2024
Q3 		$300K Hold
13,561
– – ﹤0.01% 5607
2024
Q2 		$276K Sell
13,561
-15
-0.1% -$307 ﹤0.01% 5538
2024
Q1 		$289K Sell
13,576
-1,284
-9% -$26.2K ﹤0.01% 5580
2023
Q4 		$312K Buy
14,860
+248
+2% +$4.67K ﹤0.01% 5529
2023
Q3 		$267K Buy
14,612
+8,513
+140% +$159K ﹤0.01% 5451
2023
Q2 		$109K Buy
+6,099
New +$104K ﹤0.01% 5914

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Morgan Stanley's BSVO Position: Q2 2026 in Review

Morgan Stanley reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 48% in Q2 2026, selling an estimated $218K and leaving 8,463 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #5862.

Morgan Stanley first reported a position in BSVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $415K in Q1 2026. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Morgan Stanley held 8,463 shares of EA Bridgeway Omni Small-Cap Value ETF worth $247K as of Q2 2026.
  • Morgan Stanley sold 7,903 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $218K.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5862 holding.
  • Morgan Stanley first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Morgan Stanley's EA Bridgeway Omni Small-Cap Value ETF position peaked at $415K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

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