Morgan Stanley
DMAX

Morgan Stanley’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Morgan Stanley’s Portfolio DMAX Stock Details DMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-57,558
Closed -$1.54M – 8568
2025
Q4 		$1.54M Buy
+57,558
New +$1.53M ﹤0.01% 4967

Other funds holding DMAX

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Morgan Stanley's DMAX Position: Q1 2026 in Review

Morgan Stanley sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026, closing a stake of 57,558 shares — an estimated $1.54M sold.

Morgan Stanley first reported a position in DMAX in Q4 2025 and held it in 1 quarter. The position peaked at $1.54M in Q4 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Morgan Stanley reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 57,558 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $1.54M.
  • Morgan Stanley first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and held it in 1 quarter.
  • Morgan Stanley's iShares Large Cap Max Buffer Dec ETF position peaked at $1.54M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

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