Morgan Stanley
RGEF

Morgan Stanley’s Rockefeller Global Equity ETF RGEF Stock Holding History

Morgan Stanley’s Portfolio RGEF Stock Details RGEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Buy
21,438
+2,011
+10% +$67.4K ﹤0.01% 5358
2026
Q1 		$584K Buy
19,427
+11,402
+142% +$357K ﹤0.01% 5413
2025
Q4 		$246K Buy
+8,025
New +$242K ﹤0.01% 5844

Other funds holding RGEF

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's RGEF Position: Q2 2026 in Review

Morgan Stanley increased its Rockefeller Global Equity ETF (RGEF) stake by 10% in Q2 2026, buying an estimated $67.4K and bringing the position to 21,438 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #5358.

Morgan Stanley first reported a position in RGEF in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold RGEF as of Q2 2026.

  • Morgan Stanley held 21,438 shares of Rockefeller Global Equity ETF worth $750K as of Q2 2026.
  • Morgan Stanley bought 2,011 Rockefeller Global Equity ETF shares in Q2 2026, an estimated $67.4K.
  • Rockefeller Global Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5358 holding.
  • Morgan Stanley first reported a position in Rockefeller Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q2 2026.

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