Morgan Stanley
OSCV icon

Morgan Stanley’s Opus Small Cap Value ETF OSCV Stock Holding History

Morgan Stanley’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78 Hold
1
– – ﹤0.01% 7990
2026
Q1 		$77 Hold
1
– – ﹤0.01% 7853
2025
Q4 		$67 Sell
1
-1
-50% -$37 ﹤0.01% 7771
2025
Q3 		$94 Buy
2
+1
+100% +$37 ﹤0.01% 7697
2025
Q2 		$37 Hold
1
– – ﹤0.01% 7874
2025
Q1 		$63 Hold
1
– – ﹤0.01% 7656
2024
Q4 		$72 Sell
1
-1,156
-100% -$44.7K ﹤0.01% 7522
2024
Q3 		$43.3K Buy
1,157
+1
+0.1% +$36 ﹤0.01% 6261
2024
Q2 		$39.9K Sell
1,156
-1
-0.1% -$35 ﹤0.01% 6239
2024
Q1 		$41.6K Buy
+1,157
New +$39.3K ﹤0.01% 6289
2019
Q4 		– Sell
-500
Closed -$13K – 6726
2019
Q3 		$13K Buy
+500
New +$12.7K ﹤0.01% 6132

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Morgan Stanley's OSCV Position: Q2 2026 in Review

Morgan Stanley held its Opus Small Cap Value ETF (OSCV) position steady in Q2 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #7990.

Morgan Stanley first reported a position in OSCV in Q3 2019 and has held it in 11 quarters since. The position peaked at $43.3K in Q3 2024. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Morgan Stanley held 1 share of Opus Small Cap Value ETF worth $78 as of Q2 2026.
  • Morgan Stanley left its Opus Small Cap Value ETF share count unchanged in Q2 2026.
  • Opus Small Cap Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7990 holding.
  • Morgan Stanley first reported a position in Opus Small Cap Value ETF in Q3 2019 and has held it in 11 quarters since.
  • Morgan Stanley's Opus Small Cap Value ETF position peaked at $43.3K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

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