Morgan Stanley’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Morgan Stanley’s Portfolio RISR Stock Details RISR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Buy	2,969 +84	+3%	+$3.05K	﹤0.01%	6220
2026 Q1	$105K	Sell	2,885 -378	-12%	-$13.6K	﹤0.01%	6136
2025 Q4	$118K	Hold	3,263	–	–	﹤0.01%	6120
2025 Q3	$117K	Hold	3,263	–	–	﹤0.01%	6081
2025 Q2	$119K	Hold	3,263	–	–	﹤0.01%	6069
2025 Q1	$119K	Sell	3,263 -1	-0%	-$37	﹤0.01%	5937
2024 Q4	$119K	Sell	3,264 -332	-9%	-$11.8K	﹤0.01%	5988
2024 Q3	$122K	Sell	3,596 -1	-0%	-$34	﹤0.01%	5923
2024 Q2	$125K	Buy	3,597 +2	+0.1%	+$69	﹤0.01%	5880
2024 Q1	$119K	Sell	3,595 -9,123	-72%	-$301K	﹤0.01%	5923
2023 Q4	$398K	Buy	12,718 +2,623	+26%	+$87.3K	﹤0.01%	5410
2023 Q3	$337K	Buy	+10,095	New	+$334K	﹤0.01%	5334

Other funds holding RISR

FIC

Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Morgan Stanley's RISR Position: Q2 2026 in Review

Morgan Stanley increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 2.9% in Q2 2026, buying an estimated $3.05K and bringing the position to 2,969 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #6220.

Morgan Stanley first reported a position in RISR in Q3 2023 and has held it in 12 quarters since. The position peaked at $398K in Q4 2023. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Morgan Stanley held 2,969 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $107K as of Q2 2026.
Morgan Stanley bought 84 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $3.05K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6220 holding.
Morgan Stanley first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $398K in Q4 2023.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

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