Morgan Stanley’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Morgan Stanley’s Portfolio FLQM Stock Details FLQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.3M	Sell	642,184 -46,809	-7%	-$2.67M	﹤0.01%	2445
2025 Q4	$38.8M	Sell	688,993 -2,852	-0.4%	-$160K	﹤0.01%	2334
2025 Q3	$39.1M	Buy	691,845 +15,296	+2%	+$854K	﹤0.01%	2229
2025 Q2	$36.7M	Buy	676,549 +277,264	+69%	+$14.6M	﹤0.01%	2206
2025 Q1	$21.2M	Buy	399,285 +98,075	+33%	+$5.36M	﹤0.01%	2642
2024 Q4	$16.4M	Buy	301,210 +185,915	+161%	+$10.5M	﹤0.01%	2954
2024 Q3	$6.42M	Buy	115,295 +7,956	+7%	+$424K	﹤0.01%	3772
2024 Q2	$5.51M	Buy	107,339 +59,752	+126%	+$3.07M	﹤0.01%	3797
2024 Q1	$2.54M	Sell	47,587 -29,349	-38%	-$1.46M	﹤0.01%	4419
2023 Q4	$3.7M	Buy	76,936 +76,729	+37,067%	+$3.4M	﹤0.01%	4566
2023 Q3	$8.89K	Buy	207 +183	+763%	+$8.21K	﹤0.01%	6772
2023 Q2	$1.08K	Buy	+24	New	+$1.04K	﹤0.01%	7284

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley's FLQM Position: Q1 2026 in Review

Morgan Stanley reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.8% in Q1 2026, selling an estimated $2.67M and leaving 642,184 shares worth $35.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Morgan Stanley first reported a position in FLQM in Q2 2023 and has held it in 12 quarters since. The position peaked at $39.1M in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Morgan Stanley held 642,184 shares of Franklin US Mid Cap Multifactor Index ETF worth $35.3M as of Q1 2026.
Morgan Stanley sold 46,809 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $2.67M.
Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2445 holding.
Morgan Stanley first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and has held it in 12 quarters since.
Morgan Stanley's Franklin US Mid Cap Multifactor Index ETF position peaked at $39.1M in Q3 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

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