Morgan Stanley’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Morgan Stanley’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$57	–	8207
2025 Q1	$57	Buy	+1	New	+$42	﹤0.01%	7686
2024 Q2	–	Sell	-533	Closed	-$23.3K	–	7916
2024 Q1	$23.3K	Sell	533 -531	-50%	-$23.2K	﹤0.01%	6440
2023 Q4	$47.5K	Buy	1,064 +532	+100%	+$21.8K	﹤0.01%	6400
2023 Q3	$21.2K	Hold	532	–	–	﹤0.01%	6462
2023 Q2	$23.2K	Hold	532	–	–	﹤0.01%	6523
2023 Q1	$23.6K	Hold	532	–	–	﹤0.01%	6566
2022 Q4	$22.4K	Hold	532	–	–	﹤0.01%	6643
2022 Q3	$22K	Buy	+532	New	+$23.9K	﹤0.01%	6750

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Morgan Stanley's LKOR Position: Q2 2025 in Review

Morgan Stanley sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q2 2025, closing a stake of 1 share — an estimated $57 sold.

Morgan Stanley first reported a position in LKOR in Q3 2022 and held it in 8 quarters. The position peaked at $47.5K in Q4 2023. 13 funds tracked by Wall St. Rank hold LKOR as of Q2 2025.

Morgan Stanley reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 1 FlexShares Credit-Scored US Long Corporate Bond Index Fund share in Q2 2025, an estimated $57.
Morgan Stanley first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q3 2022 and held it in 8 quarters.
Morgan Stanley's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $47.5K in Q4 2023.
13 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q2 2025.

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