Morgan Stanley
IPDP

Morgan Stanley’s Dividend Performers ETF IPDP Stock Holding History

Morgan Stanley’s Portfolio IPDP Stock Details IPDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$30 – 8154
2024
Q4 		$30 Hold
1
– – ﹤0.01% 7770
2024
Q3 		$26 Sell
1
-1
-50% -$19 ﹤0.01% 7771
2024
Q2 		$46 Buy
2
+1
+100% +$18 ﹤0.01% 7524
2024
Q1 		$20 Buy
+1
New +$18 ﹤0.01% 7721

Other funds holding IPDP

SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's IPDP Position: Q1 2025 in Review

Morgan Stanley sold out of Dividend Performers ETF (IPDP) in Q1 2025, closing a stake of 1 share — an estimated $30 sold.

Morgan Stanley first reported a position in IPDP in Q1 2024 and held it in 4 quarters. The position peaked at $46 in Q2 2024. 4 funds tracked by Wall St. Rank hold IPDP as of Q1 2025.

  • Morgan Stanley reported no remaining Dividend Performers ETF position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 1 Dividend Performers ETF share in Q1 2025, an estimated $30.
  • Morgan Stanley first reported a position in Dividend Performers ETF in Q1 2024 and held it in 4 quarters.
  • Morgan Stanley's Dividend Performers ETF position peaked at $46 in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Dividend Performers ETF as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.