Morgan Stanley
KOIN

Morgan Stanley’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Morgan Stanley’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-326
Closed -$10.8K – 8023
2024
Q1 		$10.8K Buy
326
+322
+8,050% +$10.1K ﹤0.01% 6672
2023
Q4 		$130 Buy
+4
New +$118 ﹤0.01% 7412
2021
Q4 		– Sell
-200
Closed -$8K – 8173
2021
Q3 		$8K Hold
200
– – ﹤0.01% 7405
2021
Q2 		$9K Hold
200
– – ﹤0.01% 7275
2021
Q1 		$8K Hold
200
– – ﹤0.01% 7015
2020
Q4 		$7K Buy
+200
New +$7.05K ﹤0.01% 6723
2019
Q1 		– Sell
-100
Closed -$2K – 6749
2018
Q4 		$2K Hold
100
– – ﹤0.01% 6449
2018
Q3 		$3K Hold
100
– – ﹤0.01% 6531
2018
Q2 		$2K Hold
100
– – ﹤0.01% 6564
2018
Q1 		$2K Buy
+100
New +$2.43K ﹤0.01% 6509

Other funds holding KOIN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's KOIN Position: Q2 2024 in Review

Morgan Stanley sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 326 shares — an estimated $10.8K sold.

Morgan Stanley first reported a position in KOIN in Q1 2018 and held it in 10 quarters. The position peaked at $10.8K in Q1 2024. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.

  • Morgan Stanley reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 326 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $10.8K.
  • Morgan Stanley first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2018 and held it in 10 quarters.
  • Morgan Stanley's Capital Link Global Fintech Leaders ETF position peaked at $10.8K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.