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 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 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $4.58B AUM 30.77% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Morgan Stanley's DEMZ Position: Q1 2026 in Review

Morgan Stanley reduced its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) stake by 42% in Q1 2026, selling an estimated $10.9K and leaving 362 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6837.

Morgan Stanley first reported a position in DEMZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.3K in Q3 2024. 22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

Morgan Stanley held 362 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $14.6K as of Q1 2026.
Morgan Stanley sold 258 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2026, an estimated $10.9K.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6837 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 9 quarters since.
Morgan Stanley's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $27.3K in Q3 2024.
22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

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