Morgan Stanley
FMCX icon

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
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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.