Morgan Stanley
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Morgan Stanley’s Mindful Conservative ETF MFUL Stock Holding History

Morgan Stanley’s Portfolio MFUL Stock Details MFUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176K Sell
7,836
-1,200
-13% -$26.6K ﹤0.01% 6005
2026
Q1 		$195K Sell
9,036
-2,337
-21% -$51.2K ﹤0.01% 5885
2025
Q4 		$247K Buy
11,373
+11,372
+1,137,200% +$251K ﹤0.01% 5839
2025
Q3 		$22 Hold
1
– – ﹤0.01% 8041
2025
Q2 		$22 Hold
1
– – ﹤0.01% 7989
2025
Q1 		$22 Hold
1
– – ﹤0.01% 7954
2024
Q4 		$21 Hold
1
– – ﹤0.01% 7862
2024
Q3 		$42 Buy
+1
New +$22 ﹤0.01% 7632
2024
Q2 		– Sell
-150
Closed -$3.21K – 7920
2024
Q1 		$3.21K Buy
+150
New +$3.15K ﹤0.01% 6992

Other funds holding MFUL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Morgan Stanley's MFUL Position: Q2 2026 in Review

Morgan Stanley reduced its Mindful Conservative ETF (MFUL) stake by 13% in Q2 2026, selling an estimated $26.6K and leaving 7,836 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #6005.

Morgan Stanley first reported a position in MFUL in Q1 2024 and has held it in 9 quarters since. The position peaked at $247K in Q4 2025. 7 funds tracked by Wall St. Rank hold MFUL as of Q2 2026.

  • Morgan Stanley held 7,836 shares of Mindful Conservative ETF worth $176K as of Q2 2026.
  • Morgan Stanley sold 1,200 Mindful Conservative ETF shares in Q2 2026, an estimated $26.6K.
  • Mindful Conservative ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6005 holding.
  • Morgan Stanley first reported a position in Mindful Conservative ETF in Q1 2024 and has held it in 9 quarters since.
  • Morgan Stanley's Mindful Conservative ETF position peaked at $247K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q2 2026.

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