Morgan Stanley
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Morgan Stanley’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Morgan Stanley’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130M Buy
1,846,817
+155,568
+9% +$9.99M 0.01% 1347
2026
Q1 		$96.9M Buy
1,691,249
+439,392
+35% +$26.1M 0.01% 1465
2025
Q4 		$72.3M Sell
1,251,857
-188,808
-13% -$10.8M ﹤0.01% 1737
2025
Q3 		$82.1M Buy
1,440,665
+321,735
+29% +$17.6M 0.01% 1577
2025
Q2 		$59.6M Buy
1,118,930
+759,352
+211% +$37.7M ﹤0.01% 1763
2025
Q1 		$17.5M Buy
359,578
+129,490
+56% +$6.65M ﹤0.01% 2828
2024
Q4 		$11.8M Buy
230,088
+131,869
+134% +$7.01M ﹤0.01% 3268
2024
Q3 		$5.1M Buy
98,219
+32,391
+49% +$1.62M ﹤0.01% 3948
2024
Q2 		$3.17M Sell
65,828
-1,913
-3% -$91.6K ﹤0.01% 4239
2024
Q1 		$3.36M Buy
67,741
+15,942
+31% +$747K ﹤0.01% 4224
2023
Q4 		$2.38M Buy
51,799
+6,121
+13% +$254K ﹤0.01% 4406
2023
Q3 		$1.87M Buy
45,678
+1,099
+2% +$46.8K ﹤0.01% 4433
2023
Q2 		$1.89M Sell
44,579
-3,629
-8% -$145K ﹤0.01% 4460
2023
Q1 		$1.93M Buy
48,208
+9,073
+23% +$375K ﹤0.01% 4486
2022
Q4 		$1.53M Sell
39,135
-2,856
-7% -$113K ﹤0.01% 4626
2022
Q3 		$1.55M Sell
41,991
-21,769
-34% -$875K ﹤0.01% 4608
2022
Q2 		$2.43M Buy
63,760
+2,816
+5% +$116K ﹤0.01% 4380
2022
Q1 		$2.71M Sell
60,944
-25,400
-29% -$1.13M ﹤0.01% 4282
2021
Q4 		$4.09M Buy
86,344
+25,082
+41% +$1.19M ﹤0.01% 3923
2021
Q3 		$2.79M Sell
61,262
-2,145
-3% -$98.3K ﹤0.01% 4293
2021
Q2 		$2.98M Sell
63,407
-17,729
-22% -$814K ﹤0.01% 4299
2021
Q1 		$3.58M Sell
81,136
-10,066
-11% -$423K ﹤0.01% 3756
2020
Q4 		$3.31M Sell
91,202
-9,162
-9% -$299K ﹤0.01% 3710
2020
Q3 		$2.81M Sell
100,364
-4,729
-4% -$135K ﹤0.01% 3325
2020
Q2 		$2.87M Sell
105,093
-85,412
-45% -$2.16M ﹤0.01% 3239
2020
Q1 		$4.1M Sell
190,505
-26,023
-12% -$761K ﹤0.01% 2644
2019
Q4 		$7.05M Sell
216,528
-5,846
-3% -$184K ﹤0.01% 2813
2019
Q3 		$6.83M Buy
222,374
+12,490
+6% +$385K ﹤0.01% 2534
2019
Q2 		$6.6M Buy
209,884
+3,288
+2% +$103K ﹤0.01% 2619
2019
Q1 		$6.44M Sell
206,596
-96,270
-32% -$2.96M ﹤0.01% 2466
2018
Q4 		$8.41M Buy
302,866
+302,266
+50,378% +$9.32M ﹤0.01% 2305
2018
Q3 		$21K Buy
+600
New +$21K ﹤0.01% 6125

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Morgan Stanley's PSC Position: Q2 2026 in Review

Morgan Stanley increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 9.2% in Q2 2026, buying an estimated $9.99M and bringing the position to 1,846,817 shares worth $130M. The position accounts for 0.01% of the portfolio, ranked #1347.

Morgan Stanley first reported a position in PSC in Q3 2018 and has held it in 32 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Morgan Stanley held 1,846,817 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $130M as of Q2 2026.
  • Morgan Stanley bought 155,568 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $9.99M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1347 holding.
  • Morgan Stanley first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

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