Morgan Stanley’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Morgan Stanley’s Portfolio CDEI Stock Details CDEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Sell	2,079 -1	-0%	-$87	﹤0.01%	5975
2026 Q1	$161K	Sell	2,080 -40,000	-95%	-$3.25M	﹤0.01%	5960
2025 Q4	$3.48M	Sell	42,080 -50,500	-55%	-$4.11M	﹤0.01%	4439
2025 Q3	$7.33M	Sell	92,580 -97,421	-51%	-$7.48M	﹤0.01%	3830
2025 Q2	$14.2M	Hold	190,001	–	–	﹤0.01%	3132
2025 Q1	$12.8M	Sell	190,001 -99,999	-34%	-$7.13M	﹤0.01%	3117
2024 Q4	$20.8M	Sell	290,000 -10,001	-3%	-$720K	﹤0.01%	2713
2024 Q3	$21.1M	Sell	300,001 -100,000	-25%	-$6.81M	﹤0.01%	2748
2024 Q2	$27M	Buy	400,001 +1	+0%	+$65	﹤0.01%	2345
2024 Q1	$26.1M	Sell	400,000 -400,000	-50%	-$25.3M	﹤0.01%	2404
2023 Q4	$49M	Buy	800,000 +400,000	+100%	+$22.9M	﹤0.01%	2480
2023 Q3	$21.7M	Hold	400,000	–	–	﹤0.01%	2369
2023 Q2	$22.9M	Hold	400,000	–	–	﹤0.01%	2342
2023 Q1	$20.8M	Buy	+400,000	New	+$20.2M	﹤0.01%	2372

Other funds holding CDEI

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Morgan Stanley's CDEI Position: Q2 2026 in Review

Morgan Stanley reduced its Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) stake by 0.05% in Q2 2026, selling an estimated $87 and leaving 2,079 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #5975.

Morgan Stanley first reported a position in CDEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $49M in Q4 2023. 5 funds tracked by Wall St. Rank hold CDEI as of Q2 2026.

Morgan Stanley held 2,079 shares of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF worth $189K as of Q2 2026.
Morgan Stanley sold 1 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF share in Q2 2026, an estimated $87.
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5975 holding.
Morgan Stanley first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q1 2023 and has held it in 14 quarters since.
Morgan Stanley's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $49M in Q4 2023.
5 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q2 2026.

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