Morgan Stanley
ICCT

Morgan Stanley’s iCoreConnect ICCT Stock Holding History

Morgan Stanley’s Portfolio ICCT Stock Details ICCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$896 – 8187
2025
Q1 		$896 Buy
400
+105
+36% +$176 ﹤0.01% 7296
2024
Q4 		$738 Sell
295
-500
-63% -$2.3K ﹤0.01% 7307
2024
Q3 		$5.57K Hold
795
– – ﹤0.01% 6887
2024
Q2 		$14.8K Hold
795
– – ﹤0.01% 6553
2024
Q1 		$19.4K Buy
795
+794
+79,400% +$23K ﹤0.01% 6500
2023
Q4 		$12 Buy
+1
New +$35 ﹤0.01% 7774
2023
Q3 		– Hold
0
– – – 7537

Other funds holding ICCT

MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return