Morgan Stanley’s Clough Select Equity ETF CBSE Stock Holding History

Morgan Stanley’s Portfolio CBSE Stock Details CBSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-364	Closed	-$13.4K	–	8191
2025 Q2	$13.4K	Buy	+364	New	+$11.7K	﹤0.01%	6776
2025 Q1	–	Sell	-1	Closed	-$36	–	8104
2024 Q4	$36	Buy	+1	New	+$33	﹤0.01%	7714

Other funds holding CBSE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's CBSE Position: Q3 2025 in Review

Morgan Stanley sold out of Clough Select Equity ETF (CBSE) in Q3 2025, closing a stake of 364 shares — an estimated $13.4K sold.

Morgan Stanley first reported a position in CBSE in Q4 2024 and held it in 2 quarters. The position peaked at $13.4K in Q2 2025. 8 funds tracked by Wall St. Rank hold CBSE as of Q3 2025.

Morgan Stanley reported no remaining Clough Select Equity ETF position as of Q3 2025 after selling out during the quarter.
Morgan Stanley sold 364 Clough Select Equity ETF shares in Q3 2025, an estimated $13.4K.
Morgan Stanley first reported a position in Clough Select Equity ETF in Q4 2024 and held it in 2 quarters.
Morgan Stanley's Clough Select Equity ETF position peaked at $13.4K in Q2 2025.
8 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.