Morgan Stanley
BSVO icon

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
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
-16,144
-54% -$329K ﹤0.01% 5580
2023
Q4 		$625K Buy
29,720
+15,108
+103% +$284K ﹤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 $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return