Morgan Stanley’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-756
Closed -$24.1K 8052
2023
Q3
$24.1K Sell
756
-6,400
-89% -$209K ﹤0.01% 6429
2023
Q2
$233K Buy
+7,156
New +$226K ﹤0.01% 5585

Morgan Stanley's FFSG Position: Q4 2023 in Review

Morgan Stanley sold out of FormulaFolios Smart Growth ETF (FFSG) in Q4 2023, closing a stake of 756 shares — an estimated $24.1K sold.

Morgan Stanley first reported a position in FFSG in Q2 2023 and held it in 2 quarters. The position peaked at $233K in Q2 2023. 0 funds tracked by Wall St. Rank hold FFSG as of Q4 2023.

  • Morgan Stanley reported no remaining FormulaFolios Smart Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 756 FormulaFolios Smart Growth ETF shares in Q4 2023, an estimated $24.1K.
  • Morgan Stanley first reported a position in FormulaFolios Smart Growth ETF in Q2 2023 and held it in 2 quarters.
  • Morgan Stanley's FormulaFolios Smart Growth ETF position peaked at $233K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.