Morgan Stanley
CDC icon

Morgan Stanley’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Morgan Stanley’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.7M Sell
950,472
-173,132
-15% -$12.6M ﹤0.01% 1881
2026
Q1 		$80.3M Sell
1,123,604
-18,425
-2% -$1.3M ﹤0.01% 1633
2025
Q4 		$75.2M Sell
1,142,029
-99,892
-8% -$6.6M ﹤0.01% 1706
2025
Q3 		$82.9M Sell
1,241,921
-17,072
-1% -$1.12M 0.01% 1571
2025
Q2 		$80.2M Sell
1,258,993
-32,919
-3% -$2.05M 0.01% 1507
2025
Q1 		$84.9M Buy
1,291,912
+36,831
+3% +$2.37M 0.01% 1372
2024
Q4 		$78.5M Sell
1,255,081
-8,934
-0.7% -$580K 0.01% 1440
2024
Q3 		$82.1M Buy
1,264,015
+29,252
+2% +$1.81M 0.01% 1397
2024
Q2 		$72.3M Sell
1,234,763
-71,863
-5% -$4.22M 0.01% 1412
2024
Q1 		$77.8M Sell
1,306,626
-37,819
-3% -$2.14M 0.01% 1361
2023
Q4 		$76.1M Sell
1,344,445
-201,807
-13% -$11.3M 0.01% 1354
2023
Q3 		$86.4M Sell
1,546,252
-20,683
-1% -$1.18M 0.01% 1153
2023
Q2 		$90.3M Sell
1,566,935
-172,890
-10% -$10.2M 0.01% 1148
2023
Q1 		$105M Sell
1,739,825
-162
-0% -$10.1K 0.01% 1030
2022
Q4 		$108M Sell
1,739,987
-130,073
-7% -$8.13M 0.01% 976
2022
Q3 		$111M Buy
1,870,060
+404,184
+28% +$26.9M 0.02% 831
2022
Q2 		$96.9M Buy
1,465,876
+210,063
+17% +$14.7M 0.01% 936
2022
Q1 		$90.2M Buy
1,255,813
+302,403
+32% +$21.2M 0.01% 928
2021
Q4 		$66.4M Buy
953,410
+53,987
+6% +$3.63M 0.01% 1164
2021
Q3 		$57.9M Sell
899,423
-16,145
-2% -$1.06M 0.01% 1199
2021
Q2 		$59.1M Sell
915,568
-16,539
-2% -$1.08M 0.01% 1190
2021
Q1 		$58.1M Buy
932,107
+35,629
+4% +$2.06M 0.01% 1071
2020
Q4 		$48.2M Sell
896,478
-24,863
-3% -$1.27M 0.01% 1128
2020
Q3 		$43.7M Sell
921,341
-104,650
-10% -$5M 0.01% 973
2020
Q2 		$47.8M Buy
1,025,991
+46,767
+5% +$2.13M 0.01% 858
2020
Q1 		$40.5M Buy
979,224
+124,503
+15% +$5.71M 0.01% 836
2019
Q4 		$41.9M Sell
854,721
-52,407
-6% -$2.48M 0.01% 1059
2019
Q3 		$42.2M Sell
907,128
-177,587
-16% -$8.08M 0.01% 955
2019
Q2 		$49.4M Sell
1,084,715
-162,529
-13% -$7.31M 0.01% 860
2019
Q1 		$55.6M Sell
1,247,244
-29,952
-2% -$1.31M 0.02% 784
2018
Q4 		$54.1M Buy
1,277,196
+81,300
+7% +$3.69M 0.02% 775
2018
Q3 		$56.6M Buy
1,195,896
+115,261
+11% +$5.47M 0.01% 882
2018
Q2 		$50.1M Buy
1,080,635
+172,765
+19% +$7.91M 0.01% 908
2018
Q1 		$41.2M Buy
907,870
+222,432
+32% +$10.3M 0.01% 1039
2017
Q4 		$31.8M Buy
685,438
+47,334
+7% +$2.16M 0.01% 1289
2017
Q3 		$28.3M Buy
638,104
+70,992
+13% +$3.1M 0.01% 1298
2017
Q2 		$24.6M Buy
567,112
+180,232
+47% +$7.77M 0.01% 1353
2017
Q1 		$16.6M Buy
386,880
+188,828
+95% +$7.97M 0.01% 1724
2016
Q4 		$8.18M Buy
198,052
+110,334
+126% +$4.43M ﹤0.01% 2476
2016
Q3 		$3.48M Buy
87,718
+78,732
+876% +$3.11M ﹤0.01% 3020
2016
Q2 		$346K Buy
8,986
+4,403
+96% +$166K ﹤0.01% 4632
2016
Q1 		$174K Sell
4,583
-2,969
-39% -$105K ﹤0.01% 5058
2015
Q4 		$268K Buy
+7,552
New +$271K ﹤0.01% 4924

Other funds holding CDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley's CDC Position: Q2 2026 in Review

Morgan Stanley reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 15% in Q2 2026, selling an estimated $12.6M and leaving 950,472 shares worth $70.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Morgan Stanley first reported a position in CDC in Q4 2015 and has held it in 43 quarters since. The position peaked at $111M in Q3 2022. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Morgan Stanley held 950,472 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $70.7M as of Q2 2026.
  • Morgan Stanley sold 173,132 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $12.6M.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1881 holding.
  • Morgan Stanley first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2015 and has held it in 43 quarters since.
  • Morgan Stanley's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $111M in Q3 2022.
  • 101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

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