Morgan Stanley’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Morgan Stanley’s Portfolio CWS Stock Details CWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89K	Hold	42	–	–	﹤0.01%	7336
2026 Q1	$2.75K	Hold	42	–	–	﹤0.01%	7270
2025 Q4	$2.94K	Hold	42	–	–	﹤0.01%	7172
2025 Q3	$2.91K	Hold	42	–	–	﹤0.01%	7224
2025 Q2	$2.99K	Hold	42	–	–	﹤0.01%	7147
2025 Q1	$2.78K	Hold	42	–	–	﹤0.01%	7110
2024 Q4	$2.72K	Hold	42	–	–	﹤0.01%	7140
2024 Q3	$2.92K	Sell	42 -9	-18%	-$592	﹤0.01%	7052
2024 Q2	$3.17K	Hold	51	–	–	﹤0.01%	6967
2024 Q1	$3.25K	Sell	51 -1	-2%	-$61	﹤0.01%	6985
2023 Q4	$3.09K	Buy	52 +11	+27%	+$592	﹤0.01%	6952
2023 Q3	$2.14K	Buy	+41	New	+$2.23K	﹤0.01%	7118
2023 Q1	–	Sell	-2	Closed	-$95	–	7737
2022 Q4	$95	Buy	+2	New	+$92	﹤0.01%	7703
2021 Q2	–	Sell	-600	Closed	-$27K	–	7753
2021 Q1	$27K	Sell	600 -600	-50%	-$26.3K	﹤0.01%	6607
2020 Q4	$52K	Hold	1,200	–	–	﹤0.01%	6150
2020 Q3	$47K	Hold	1,200	–	–	﹤0.01%	5743
2020 Q2	$42K	Hold	1,200	–	–	﹤0.01%	5731
2020 Q1	$37K	Buy	+1,200	New	+$42.5K	﹤0.01%	5571

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Morgan Stanley's CWS Position: Q2 2026 in Review

Morgan Stanley held its AdvisorShares Focused Equity ETF (CWS) position steady in Q2 2026 at 42 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #7336.

Morgan Stanley first reported a position in CWS in Q1 2020 and has held it in 18 quarters since. The position peaked at $52K in Q4 2020. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

Morgan Stanley held 42 shares of AdvisorShares Focused Equity ETF worth $2.89K as of Q2 2026.
Morgan Stanley left its AdvisorShares Focused Equity ETF share count unchanged in Q2 2026.
AdvisorShares Focused Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7336 holding.
Morgan Stanley first reported a position in AdvisorShares Focused Equity ETF in Q1 2020 and has held it in 18 quarters since.
Morgan Stanley's AdvisorShares Focused Equity ETF position peaked at $52K in Q4 2020.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

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