Morgan Stanley’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Morgan Stanley’s Portfolio KLDW Stock Details KLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23	Closed	-$911	–	7846
2023 Q1	$911	Hold	23	–	–	﹤0.01%	7368
2022 Q4	$830	Hold	23	–	–	﹤0.01%	7492
2022 Q3	$1K	Sell	23 -205	-90%	-$7.46K	﹤0.01%	7665
2022 Q2	$8K	Hold	228	–	–	﹤0.01%	7302
2022 Q1	$10K	Sell	228 -44	-16%	-$1.89K	﹤0.01%	7424
2021 Q4	$13K	Hold	272	–	–	﹤0.01%	7403
2021 Q3	$13K	Buy	272 +249	+1,083%	+$11.9K	﹤0.01%	7261
2021 Q2	$1K	Buy	+23	New	+$1.05K	﹤0.01%	7726
2019 Q4	–	Sell	-352	Closed	-$12K	–	6875
2019 Q3	$12K	Buy	+352	New	+$11.6K	﹤0.01%	6159
2019 Q2	–	Sell	-945	Closed	-$31K	–	6850
2019 Q1	$31K	Buy	+945	New	+$29.8K	﹤0.01%	5876

Other funds holding KLDW

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

NRC

New Republic Capital Charlotte, North Carolina $297M AUM 24.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

Morgan Stanley's KLDW Position: Q2 2023 in Review

Morgan Stanley sold out of Knowledge Leaders Developed World ETF (KLDW) in Q2 2023, closing a stake of 23 shares — an estimated $911 sold.

Morgan Stanley first reported a position in KLDW in Q1 2019 and held it in 10 quarters. The position peaked at $31K in Q1 2019. 16 funds tracked by Wall St. Rank hold KLDW as of Q2 2023.

Morgan Stanley reported no remaining Knowledge Leaders Developed World ETF position as of Q2 2023 after selling out during the quarter.
Morgan Stanley sold 23 Knowledge Leaders Developed World ETF shares in Q2 2023, an estimated $911.
Morgan Stanley first reported a position in Knowledge Leaders Developed World ETF in Q1 2019 and held it in 10 quarters.
Morgan Stanley's Knowledge Leaders Developed World ETF position peaked at $31K in Q1 2019.
16 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.