Morgan Stanley
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Morgan Stanley’s Global X FinTech ETF FINX Stock Holding History

Morgan Stanley’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.05M Sell
285,509
-116,811
-29% -$2.91M ﹤0.01% 3991
2026
Q1 		$9.29M Buy
402,320
+135,164
+51% +$3.5M ﹤0.01% 3630
2025
Q4 		$7.86M Sell
267,156
-25,856
-9% -$821K ﹤0.01% 3820
2025
Q3 		$9.82M Buy
293,012
+68,521
+31% +$2.33M ﹤0.01% 3566
2025
Q2 		$7.68M Sell
224,491
-5,681
-2% -$169K ﹤0.01% 3694
2025
Q1 		$6.34M Buy
230,172
+14,103
+7% +$436K ﹤0.01% 3721
2024
Q4 		$6.75M Buy
216,069
+15,962
+8% +$499K ﹤0.01% 3733
2024
Q3 		$5.61M Sell
200,107
-19,006
-9% -$502K ﹤0.01% 3886
2024
Q2 		$5.51M Sell
219,113
-8,682
-4% -$223K ﹤0.01% 3796
2024
Q1 		$6.35M Sell
227,795
-47,983
-17% -$1.22M ﹤0.01% 3724
2023
Q4 		$7.05M Sell
275,778
-14,054
-5% -$302K ﹤0.01% 3642
2023
Q3 		$5.84M Sell
289,832
-56,167
-16% -$1.25M ﹤0.01% 3613
2023
Q2 		$7.64M Sell
345,999
-5,527
-2% -$115K ﹤0.01% 3425
2023
Q1 		$7.32M Sell
351,526
-152,256
-30% -$3.2M ﹤0.01% 3433
2022
Q4 		$9.7M Sell
503,782
-230,966
-31% -$4.65M ﹤0.01% 3123
2022
Q3 		$14.9M Sell
734,748
-156,067
-18% -$3.68M ﹤0.01% 2530
2022
Q2 		$19M Buy
890,815
+70,314
+9% +$1.8M ﹤0.01% 2351
2022
Q1 		$26.3M Sell
820,501
-375,545
-31% -$12.3M ﹤0.01% 1834
2021
Q4 		$47.9M Buy
1,196,046
+218,422
+22% +$10.3M 0.01% 1367
2021
Q3 		$46.9M Buy
977,624
+82,971
+9% +$4.06M 0.01% 1337
2021
Q2 		$42.6M Buy
894,653
+39,599
+5% +$1.82M 0.01% 1442
2021
Q1 		$37.7M Buy
855,054
+167,968
+24% +$7.9M 0.01% 1389
2020
Q4 		$32.1M Buy
687,086
+84,586
+14% +$3.53M 0.01% 1421
2020
Q3 		$22.9M Buy
602,500
+63,414
+12% +$2.31M ﹤0.01% 1375
2020
Q2 		$17.9M Buy
539,086
+18,255
+4% +$541K ﹤0.01% 1494
2020
Q1 		$12.6M Buy
520,831
+25,081
+5% +$746K ﹤0.01% 1604
2019
Q4 		$15.1M Buy
495,750
+35,027
+8% +$1.03M ﹤0.01% 1939
2019
Q3 		$13.3M Buy
460,723
+42,073
+10% +$1.24M ﹤0.01% 1845
2019
Q2 		$12.4M Buy
418,650
+225,353
+117% +$6.44M ﹤0.01% 1935
2019
Q1 		$5.35M Buy
193,297
+17,083
+10% +$439K ﹤0.01% 2631
2018
Q4 		$3.89M Buy
176,214
+4,035
+2% +$99.1K ﹤0.01% 3184
2018
Q3 		$4.95M Buy
172,179
+111,932
+186% +$3.11M ﹤0.01% 3185
2018
Q2 		$1.57M Buy
60,247
+60,072
+34,327% +$1.5M ﹤0.01% 4290
2018
Q1 		$4K Buy
175
+115
+192% +$2.7K ﹤0.01% 6423
2017
Q4 		$1K Hold
60
– – ﹤0.01% 6484
2017
Q3 		$1K Buy
+60
New +$1.19K ﹤0.01% 6439

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's FINX Position: Q2 2026 in Review

Morgan Stanley reduced its Global X FinTech ETF (FINX) stake by 29% in Q2 2026, selling an estimated $2.91M and leaving 285,509 shares worth $7.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3991.

Morgan Stanley first reported a position in FINX in Q3 2017 and has held it in 36 quarters since. The position peaked at $47.9M in Q4 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Morgan Stanley held 285,509 shares of Global X FinTech ETF worth $7.05M as of Q2 2026.
  • Morgan Stanley sold 116,811 Global X FinTech ETF shares in Q2 2026, an estimated $2.91M.
  • Global X FinTech ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3991 holding.
  • Morgan Stanley first reported a position in Global X FinTech ETF in Q3 2017 and has held it in 36 quarters since.
  • Morgan Stanley's Global X FinTech ETF position peaked at $47.9M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

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