Morgan Stanley’s FMC Excelsior Focus Equity ETF FMCX Stock Holding History

Morgan Stanley’s Portfolio FMCX Stock Details FMCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1	Closed	-$38	–	7964
2024 Q2	$38	Buy	+1	New	+$28	﹤0.01%	7588
2023 Q3	–	Sell	-1	Closed	-$25	–	7643
2023 Q2	$25	Buy	+1	New	+$24	﹤0.01%	7572

Other funds holding FMCX

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley's FMCX Position: Q3 2024 in Review

Morgan Stanley sold out of FMC Excelsior Focus Equity ETF (FMCX) in Q3 2024, closing a stake of 1 share — an estimated $38 sold.

Morgan Stanley first reported a position in FMCX in Q2 2023 and held it in 2 quarters. The position peaked at $38 in Q2 2024. 5 funds tracked by Wall St. Rank hold FMCX as of Q3 2024.

Morgan Stanley reported no remaining FMC Excelsior Focus Equity ETF position as of Q3 2024 after selling out during the quarter.
Morgan Stanley sold 1 FMC Excelsior Focus Equity ETF share in Q3 2024, an estimated $38.
Morgan Stanley first reported a position in FMC Excelsior Focus Equity ETF in Q2 2023 and held it in 2 quarters.
Morgan Stanley's FMC Excelsior Focus Equity ETF position peaked at $38 in Q2 2024.
5 funds tracked by Wall St. Rank held FMC Excelsior Focus Equity ETF as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.