Morgan Stanley’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Morgan Stanley’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.3K	Hold	362	–	–	﹤0.01%	6869
2026 Q1	$14.6K	Sell	362 -258	-42%	-$10.9K	﹤0.01%	6837
2025 Q4	$26.5K	Sell	620 -27	-4%	-$1.15K	﹤0.01%	6605
2025 Q3	$27K	Sell	647 -27	-4%	-$1.08K	﹤0.01%	6599
2025 Q2	$26.3K	Sell	674 -11	-2%	-$392	﹤0.01%	6565
2025 Q1	$23.4K	Buy	685 +187	+38%	+$6.74K	﹤0.01%	6518
2024 Q4	$17.9K	Sell	498 -261	-34%	-$9.52K	﹤0.01%	6601
2024 Q3	$27.3K	Buy	759 +184	+32%	+$6.38K	﹤0.01%	6401
2024 Q2	$19.8K	Buy	575 +374	+186%	+$12.3K	﹤0.01%	6468
2024 Q1	$6.7K	Buy	+201	New	+$6.3K	﹤0.01%	6817

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Morgan Stanley's DEMZ Position: Q2 2026 in Review

Morgan Stanley held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 362 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6869.

Morgan Stanley first reported a position in DEMZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.3K in Q3 2024. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Morgan Stanley held 362 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $17.3K as of Q2 2026.
Morgan Stanley left its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF share count unchanged in Q2 2026.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6869 holding.
Morgan Stanley first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $27.3K in Q3 2024.
26 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

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