Morgan Stanley
RAA

Morgan Stanley’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

Morgan Stanley’s Portfolio RAA Stock Details RAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,687
Closed -$46.4K – 8577
2025
Q4 		$46.4K Buy
+1,687
New +$46.5K ﹤0.01% 6464

Other funds holding RAA

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Morgan Stanley's RAA Position: Q1 2026 in Review

Morgan Stanley sold out of SMI 3Fourteen REAL Asset Allocation ETF (RAA) in Q1 2026, closing a stake of 1,687 shares — an estimated $46.4K sold.

Morgan Stanley first reported a position in RAA in Q4 2025 and held it in 1 quarter. The position peaked at $46.4K in Q4 2025. 15 funds tracked by Wall St. Rank hold RAA as of Q1 2026.

  • Morgan Stanley reported no remaining SMI 3Fourteen REAL Asset Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 1,687 SMI 3Fourteen REAL Asset Allocation ETF shares in Q1 2026, an estimated $46.4K.
  • Morgan Stanley first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Morgan Stanley's SMI 3Fourteen REAL Asset Allocation ETF position peaked at $46.4K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.