Morgan Stanley
RDFI icon

Morgan Stanley’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Morgan Stanley’s Portfolio RDFI Stock Details RDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60 Buy
+2
New +$47 ﹤0.01% 8049
2026
Q1 		– Sell
-1
Closed -$43 – 8465
2025
Q4 		$43 Sell
1
-1,293
-100% -$31K ﹤0.01% 7907
2025
Q3 		$31.4K Buy
1,294
+1,293
+129,300% +$30.9K ﹤0.01% 6550
2025
Q2 		$31 Hold
1
– – ﹤0.01% 7919
2025
Q1 		$27 Hold
1
– – ﹤0.01% 7907
2024
Q4 		$25 Hold
1
– – ﹤0.01% 7825
2024
Q3 		$41 Buy
+1
New +$24 ﹤0.01% 7640
2024
Q2 		– Sell
-1
Closed -$27 – 7944
2024
Q1 		$27 Hold
1
– – ﹤0.01% 7667
2023
Q4 		$35 Buy
+1
New +$21 ﹤0.01% 7573

Other funds holding RDFI

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Morgan Stanley's RDFI Position: Q2 2026 in Review

Morgan Stanley opened a new position in Rareview Dynamic Fixed Income ETF (RDFI) in Q2 2026: 2 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #8049 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in RDFI as recently as Q4 2025.

Morgan Stanley first reported a position in RDFI in Q4 2023 and has held it in 9 quarters since. The position peaked at $31.4K in Q3 2025. 19 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

  • Morgan Stanley held 2 shares of Rareview Dynamic Fixed Income ETF worth $60 as of Q2 2026.
  • Rareview Dynamic Fixed Income ETF was a new Morgan Stanley position in Q2 2026.
  • Rareview Dynamic Fixed Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8049 holding.
  • Morgan Stanley first reported a position in Rareview Dynamic Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
  • Morgan Stanley's Rareview Dynamic Fixed Income ETF position peaked at $31.4K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2026.

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