Morgan Stanley
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Morgan Stanley’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Morgan Stanley’s Portfolio KVLE Stock Details KVLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31 Buy
+1
New +$26 ﹤0.01% 8095
2025
Q3 		– Sell
-1
Closed -$39 – 8272
2025
Q2 		$39 Hold
1
– – ﹤0.01% 7859
2025
Q1 		$34 Buy
+1
New +$25 ﹤0.01% 7838
2024
Q4 		– Sell
-1
Closed -$51 – 8040
2024
Q3 		$51 Buy
+1
New +$25 ﹤0.01% 7574
2024
Q2 		– Sell
-1
Closed -$26 – 7911
2024
Q1 		$26 Buy
+1
New +$23 ﹤0.01% 7673

Other funds holding KVLE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Morgan Stanley's KVLE Position: Q1 2026 in Review

Morgan Stanley opened a new position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q1 2026: 1 share worth $31. The stake represents ﹤0.01% of the portfolio and ranks #8095 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in KVLE as recently as Q2 2025.

Morgan Stanley first reported a position in KVLE in Q1 2024 and has held it in 5 quarters since. The position peaked at $51 in Q3 2024. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

  • Morgan Stanley held 1 share of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $31 as of Q1 2026.
  • KraneShares Value Line Dynamic Dividend Equity Index ETF was a new Morgan Stanley position in Q1 2026.
  • KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8095 holding.
  • Morgan Stanley first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q1 2024 and has held it in 5 quarters since.
  • Morgan Stanley's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $51 in Q3 2024.
  • 12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.