Morgan Stanley
EDGF

Morgan Stanley’s 3EDGE Dynamic Fixed Income ETF EDGF Stock Holding History

Morgan Stanley’s Portfolio EDGF Stock Details EDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-901
Closed -$22.3K – 8426
2025
Q2 		$22.3K Buy
+901
New +$22.4K ﹤0.01% 6620

Other funds holding EDGF

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley's EDGF Position: Q3 2025 in Review

Morgan Stanley sold out of 3EDGE Dynamic Fixed Income ETF (EDGF) in Q3 2025, closing a stake of 901 shares — an estimated $22.3K sold.

Morgan Stanley first reported a position in EDGF in Q2 2025 and held it in 1 quarter. The position peaked at $22.3K in Q2 2025. 23 funds tracked by Wall St. Rank hold EDGF as of Q3 2025.

  • Morgan Stanley reported no remaining 3EDGE Dynamic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 901 3EDGE Dynamic Fixed Income ETF shares in Q3 2025, an estimated $22.3K.
  • Morgan Stanley first reported a position in 3EDGE Dynamic Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Morgan Stanley's 3EDGE Dynamic Fixed Income ETF position peaked at $22.3K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held 3EDGE Dynamic Fixed Income ETF as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.