Morgan Stanley’s Freedom Day Dividend ETF MBOX Stock Holding History

Morgan Stanley’s Portfolio MBOX Stock Details MBOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56K	Sell	1,394 -9,423	-87%	-$367K	﹤0.01%	6465
2026 Q1	$395K	Buy	10,817 +10,816	+1,081,600%	+$401K	﹤0.01%	5592
2025 Q4	$69	Sell	1 -1	-50%	-$35	﹤0.01%	7759
2025 Q3	$88	Buy	2 +1	+100%	+$34	﹤0.01%	7707
2025 Q2	$43	Buy	+1	New	+$32	﹤0.01%	7837
2025 Q1	–	Sell	-1	Closed	-$45	–	8172
2024 Q4	$45	Buy	+1	New	+$34	﹤0.01%	7650
2024 Q3	–	Sell	-1	Closed	-$52	–	7992
2024 Q2	$52	Buy	+1	New	+$32	﹤0.01%	7485

Other funds holding MBOX

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley's MBOX Position: Q2 2026 in Review

Morgan Stanley reduced its Freedom Day Dividend ETF (MBOX) stake by 87% in Q2 2026, selling an estimated $367K and leaving 1,394 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #6465.

Morgan Stanley first reported a position in MBOX in Q2 2024 and has held it in 7 quarters since. The position peaked at $395K in Q1 2026. 11 funds tracked by Wall St. Rank hold MBOX as of Q2 2026.

Morgan Stanley held 1,394 shares of Freedom Day Dividend ETF worth $56K as of Q2 2026.
Morgan Stanley sold 9,423 Freedom Day Dividend ETF shares in Q2 2026, an estimated $367K.
Freedom Day Dividend ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6465 holding.
Morgan Stanley first reported a position in Freedom Day Dividend ETF in Q2 2024 and has held it in 7 quarters since.
Morgan Stanley's Freedom Day Dividend ETF position peaked at $395K in Q1 2026.
11 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q2 2026.

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