Morgan Stanley
LCLG icon

Morgan Stanley’s Logan Capital Broad Innovative Growth ETF LCLG Stock Holding History

Morgan Stanley’s Portfolio LCLG Stock Details LCLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,097
Closed -$148K – 8202
2025
Q1 		$148K Buy
3,097
+3,096
+309,600% +$164K ﹤0.01% 5852
2024
Q4 		$72 Buy
+1
New +$52 ﹤0.01% 7521

Other funds holding LCLG

LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's LCLG Position: Q2 2025 in Review

Morgan Stanley sold out of Logan Capital Broad Innovative Growth ETF (LCLG) in Q2 2025, closing a stake of 3,097 shares — an estimated $148K sold.

Morgan Stanley first reported a position in LCLG in Q4 2024 and held it in 2 quarters. The position peaked at $148K in Q1 2025. 5 funds tracked by Wall St. Rank hold LCLG as of Q2 2025.

  • Morgan Stanley reported no remaining Logan Capital Broad Innovative Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 3,097 Logan Capital Broad Innovative Growth ETF shares in Q2 2025, an estimated $148K.
  • Morgan Stanley first reported a position in Logan Capital Broad Innovative Growth ETF in Q4 2024 and held it in 2 quarters.
  • Morgan Stanley's Logan Capital Broad Innovative Growth ETF position peaked at $148K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Logan Capital Broad Innovative Growth ETF as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.