Morgan Stanley
CSB icon

Morgan Stanley’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Morgan Stanley’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$348K Sell
5,628
-255
-4% -$15.8K ﹤0.01% 5646
2025
Q4 		$345K Sell
5,883
-484
-8% -$28.3K ﹤0.01% 5697
2025
Q3 		$377K Sell
6,367
-112
-2% -$6.52K ﹤0.01% 5627
2025
Q2 		$359K Sell
6,479
-1,301
-17% -$70.9K ﹤0.01% 5617
2025
Q1 		$447K Sell
7,780
-199
-2% -$11.8K ﹤0.01% 5379
2024
Q4 		$474K Sell
7,979
-1,067
-12% -$64.7K ﹤0.01% 5434
2024
Q3 		$532K Buy
9,046
+8,588
+1,875% +$489K ﹤0.01% 5373
2024
Q2 		$24.5K Buy
458
+311
+212% +$16.8K ﹤0.01% 6393
2024
Q1 		$8.24K Buy
147
+33
+29% +$1.78K ﹤0.01% 6766
2023
Q4 		$6.38K Sell
114
-665
-85% -$33.7K ﹤0.01% 6946
2023
Q3 		$38.2K Sell
779
-300
-28% -$15.5K ﹤0.01% 6276
2023
Q2 		$55.4K Sell
1,079
-319
-23% -$16.1K ﹤0.01% 6171
2023
Q1 		$72.6K Buy
1,398
+522
+60% +$28.3K ﹤0.01% 6134
2022
Q4 		$45.2K Buy
876
+140
+19% +$7.25K ﹤0.01% 6341
2022
Q3 		$34K Sell
736
-332
-31% -$17.6K ﹤0.01% 6570
2022
Q2 		$56K Buy
1,068
+632
+145% +$34.9K ﹤0.01% 6556
2022
Q1 		$25K Sell
436
-393
-47% -$23.4K ﹤0.01% 7040
2021
Q4 		$51K Buy
829
+393
+90% +$23.7K ﹤0.01% 6796
2021
Q3 		$25K Sell
436
-119
-21% -$7K ﹤0.01% 7006
2021
Q2 		$33K Sell
555
-804
-59% -$48.9K ﹤0.01% 6821
2021
Q1 		$80K Buy
1,359
+1,061
+356% +$59.3K ﹤0.01% 6125
2020
Q4 		$15K Buy
298
+171
+135% +$7.59K ﹤0.01% 6521
2020
Q3 		$5K Buy
+127
New +$4.83K ﹤0.01% 6438
2020
Q2 		– Sell
-85,975
Closed -$2.69M – 6618
2020
Q1 		$2.69M Sell
85,975
-6,761
-7% -$277K ﹤0.01% 3082
2019
Q4 		$4.36M Sell
92,736
-2,042
-2% -$93.4K ﹤0.01% 3341
2019
Q3 		$4.21M Buy
94,778
+56,827
+150% +$2.48M ﹤0.01% 3052
2019
Q2 		$1.68M Buy
+37,951
New +$1.67M ﹤0.01% 3905

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Morgan Stanley's CSB Position: Q1 2026 in Review

Morgan Stanley reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 4.3% in Q1 2026, selling an estimated $15.8K and leaving 5,628 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #5646.

Morgan Stanley first reported a position in CSB in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.36M in Q4 2019. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Morgan Stanley held 5,628 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $348K as of Q1 2026.
  • Morgan Stanley sold 255 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $15.8K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5646 holding.
  • Morgan Stanley first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2019 and has held it in 27 quarters since.
  • Morgan Stanley's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $4.36M in Q4 2019.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

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