Morgan Stanley
MSTB icon

Morgan Stanley’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Morgan Stanley’s Portfolio MSTB Stock Details MSTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55 Sell
1
-2,449
-100% -$103K ﹤0.01% 8074
2026
Q1 		$93.8K Buy
2,450
+2,449
+244,900% +$97.4K ﹤0.01% 6187
2025
Q4 		$43 Buy
+1
New +$40 ﹤0.01% 7906

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Morgan Stanley's MSTB Position: Q2 2026 in Review

Morgan Stanley reduced its LHA Market State Tactical Beta ETF (MSTB) stake by 100% in Q2 2026, selling an estimated $103K and leaving 1 share worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #8074.

Morgan Stanley first reported a position in MSTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.8K in Q1 2026. 27 funds tracked by Wall St. Rank hold MSTB as of Q2 2026.

  • Morgan Stanley held 1 share of LHA Market State Tactical Beta ETF worth $55 as of Q2 2026.
  • Morgan Stanley sold 2,449 LHA Market State Tactical Beta ETF shares in Q2 2026, an estimated $103K.
  • LHA Market State Tactical Beta ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8074 holding.
  • Morgan Stanley first reported a position in LHA Market State Tactical Beta ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's LHA Market State Tactical Beta ETF position peaked at $93.8K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2026.

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