Morgan Stanley
CFA icon

Morgan Stanley’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Morgan Stanley’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57M Sell
623,087
-16,660
-3% -$1.56M ﹤0.01% 1965
2025
Q4 		$58.2M Sell
639,747
-6,426
-1% -$581K ﹤0.01% 1936
2025
Q3 		$58.8M Sell
646,173
-15,667
-2% -$1.4M ﹤0.01% 1880
2025
Q2 		$58.2M Sell
661,840
-33,384
-5% -$2.8M ﹤0.01% 1787
2025
Q1 		$58.7M Buy
695,224
+595
+0.1% +$51.3K ﹤0.01% 1678
2024
Q4 		$59M Sell
694,629
-41,937
-6% -$3.67M ﹤0.01% 1688
2024
Q3 		$63.5M Sell
736,566
-80,003
-10% -$6.57M ﹤0.01% 1612
2024
Q2 		$64.8M Buy
816,569
+6,253
+0.8% +$496K 0.01% 1503
2024
Q1 		$65.9M Sell
810,316
-839,428
-51% -$64.6M 0.01% 1507
2023
Q4 		$123M Buy
1,649,744
+833,987
+102% +$58.1M 0.01% 1520
2023
Q3 		$55.5M Sell
815,757
-78,667
-9% -$5.6M 0.01% 1471
2023
Q2 		$63.6M Sell
894,424
-194,891
-18% -$13.4M 0.01% 1390
2023
Q1 		$74.9M Sell
1,089,315
-210,135
-16% -$14.5M 0.01% 1237
2022
Q4 		$88M Sell
1,299,450
-73,319
-5% -$4.91M 0.01% 1106
2022
Q3 		$83.7M Sell
1,372,769
-96,416
-7% -$6.47M 0.01% 1001
2022
Q2 		$94.3M Sell
1,469,185
-113,798
-7% -$7.85M 0.01% 955
2022
Q1 		$117M Sell
1,582,983
-97,902
-6% -$7.17M 0.02% 771
2021
Q4 		$131M Sell
1,680,885
-38,614
-2% -$2.9M 0.02% 742
2021
Q3 		$122M Buy
1,719,499
+42,482
+3% +$3.1M 0.02% 731
2021
Q2 		$120M Sell
1,677,017
-68,458
-4% -$4.82M 0.02% 756
2021
Q1 		$117M Sell
1,745,475
-251,645
-13% -$16.3M 0.02% 688
2020
Q4 		$124M Sell
1,997,120
-5,713
-0.3% -$335K 0.02% 626
2020
Q3 		$109M Sell
2,002,833
-146,012
-7% -$7.83M 0.02% 569
2020
Q2 		$109M Sell
2,148,845
-237,353
-10% -$11.4M 0.02% 522
2020
Q1 		$101M Sell
2,386,198
-193,533
-8% -$10.1M 0.03% 485
2019
Q4 		$146M Buy
2,579,731
+60,980
+2% +$3.31M 0.03% 471
2019
Q3 		$133M Buy
2,518,751
+4,217
+0.2% +$222K 0.04% 459
2019
Q2 		$132M Buy
2,514,534
+145,724
+6% +$7.46M 0.04% 469
2019
Q1 		$119M Buy
2,368,810
+307,584
+15% +$14.9M 0.03% 487
2018
Q4 		$90.7M Buy
2,061,226
+194,096
+10% +$9.25M 0.03% 557
2018
Q3 		$96.7M Buy
1,867,130
+168,884
+10% +$8.68M 0.02% 613
2018
Q2 		$83.9M Buy
1,698,246
+181,710
+12% +$8.99M 0.02% 657
2018
Q1 		$74.1M Buy
1,516,536
+311,113
+26% +$15.5M 0.02% 714
2017
Q4 		$58.8M Buy
1,205,423
+1,539
+0.1% +$72.9K 0.02% 851
2017
Q3 		$55M Buy
1,203,884
+98,384
+9% +$4.38M 0.02% 850
2017
Q2 		$48.8M Buy
1,105,500
+120,862
+12% +$5.24M 0.01% 922
2017
Q1 		$42M Buy
984,638
+743,499
+308% +$31.2M 0.01% 1016
2016
Q4 		$9.72M Buy
241,139
+74,198
+44% +$2.91M ﹤0.01% 2282
2016
Q3 		$6.46M Buy
166,941
+39,923
+31% +$1.54M ﹤0.01% 2424
2016
Q2 		$4.72M Buy
127,018
+63,374
+100% +$2.34M ﹤0.01% 2668
2016
Q1 		$2.33M Buy
63,644
+62,919
+8,678% +$2.16M ﹤0.01% 3220
2015
Q4 		$26K Buy
+725
New +$26.2K ﹤0.01% 5949

Other funds holding CFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Morgan Stanley's CFA Position: Q1 2026 in Review

Morgan Stanley reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 2.6% in Q1 2026, selling an estimated $1.56M and leaving 623,087 shares worth $57M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Morgan Stanley first reported a position in CFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $146M in Q4 2019. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Morgan Stanley held 623,087 shares of VictoryShares US 500 Volatility Wtd ETF worth $57M as of Q1 2026.
  • Morgan Stanley sold 16,660 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $1.56M.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1965 holding.
  • Morgan Stanley first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2015 and has held it in 42 quarters since.
  • Morgan Stanley's VictoryShares US 500 Volatility Wtd ETF position peaked at $146M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.