Morgan Stanley
REVS icon

Morgan Stanley’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Morgan Stanley’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.4K Sell
3,019
-381
-11% -$11.1K ﹤0.01% 6223
2025
Q4 		$96.2K Buy
3,400
+382
+13% +$10.8K ﹤0.01% 6222
2025
Q3 		$84.4K Buy
3,018
+332
+12% +$9.04K ﹤0.01% 6227
2025
Q2 		$70.6K Buy
2,686
+686
+34% +$17K ﹤0.01% 6248
2025
Q1 		$50.5K Hold
2,000
– – ﹤0.01% 6263
2024
Q4 		$49.5K Sell
2,000
-2
-0.1% -$52 ﹤0.01% 6292
2024
Q3 		$50.8K Buy
2,002
+1
+0% +$24 ﹤0.01% 6219
2024
Q2 		$46.6K Hold
2,001
– – ﹤0.01% 6200
2024
Q1 		$48K Sell
2,001
-2,001
-50% -$44.8K ﹤0.01% 6227
2023
Q4 		$86.6K Buy
4,002
+2,002
+100% +$41.3K ﹤0.01% 6212
2023
Q3 		$40.8K Sell
2,000
-2,422
-55% -$51K ﹤0.01% 6251
2023
Q2 		$92.4K Hold
4,422
– – ﹤0.01% 5990
2023
Q1 		$87.7K Hold
4,422
– – ﹤0.01% 6060
2022
Q4 		$86.5K Hold
4,422
– – ﹤0.01% 6049
2022
Q3 		$79K Sell
4,422
-139
-3% -$2.73K ﹤0.01% 6197
2022
Q2 		$87K Buy
+4,561
New +$92.9K ﹤0.01% 6349

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Morgan Stanley's REVS Position: Q1 2026 in Review

Morgan Stanley reduced its Columbia Research Enhanced Value ETF (REVS) stake by 11% in Q1 2026, selling an estimated $11.1K and leaving 3,019 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6223.

Morgan Stanley first reported a position in REVS in Q2 2022 and has held it in 16 quarters since. The position peaked at $96.2K in Q4 2025. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • Morgan Stanley held 3,019 shares of Columbia Research Enhanced Value ETF worth $86.4K as of Q1 2026.
  • Morgan Stanley sold 381 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $11.1K.
  • Columbia Research Enhanced Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6223 holding.
  • Morgan Stanley first reported a position in Columbia Research Enhanced Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Columbia Research Enhanced Value ETF position peaked at $96.2K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

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