Morgan Stanley
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Morgan Stanley’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

Morgan Stanley’s Portfolio MDPL Stock Details MDPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.37K Buy
+217
New +$5.64K ﹤0.01% 7194

Other funds holding MDPL

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's MDPL Position: Q2 2026 in Review

Morgan Stanley opened a new position in Monarch Dividend Plus Index ETF (MDPL) in Q2 2026: 217 shares worth $5.37K. The stake represents ﹤0.01% of the portfolio and ranks #7194 among its holdings.

7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

  • Morgan Stanley held 217 shares of Monarch Dividend Plus Index ETF worth $5.37K as of Q2 2026.
  • Monarch Dividend Plus Index ETF was a new Morgan Stanley position in Q2 2026.
  • Monarch Dividend Plus Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7194 holding.
  • 7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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