Morgan Stanley
KVLE icon

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
Q2 		$50 Hold
1
– – ﹤0.01% 8099
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 $445B AUM 25.58% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $23.6B AUM 20.99% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Morgan Stanley's KVLE Position: Q2 2026 in Review

Morgan Stanley held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q2 2026 at 1 share worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #8099.

Morgan Stanley first reported a position in KVLE in Q1 2024 and has held it in 6 quarters since. The position peaked at $51 in Q3 2024. 11 funds tracked by Wall St. Rank hold KVLE as of Q2 2026.

  • Morgan Stanley held 1 share of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $50 as of Q2 2026.
  • Morgan Stanley left its KraneShares Value Line Dynamic Dividend Equity Index ETF share count unchanged in Q2 2026.
  • KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8099 holding.
  • Morgan Stanley first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q1 2024 and has held it in 6 quarters since.
  • Morgan Stanley's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $51 in Q3 2024.
  • 11 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.