Morgan Stanley
RISR icon

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
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
-21,841
-86% -$721K ﹤0.01% 5923
2023
Q4 		$796K Buy
25,436
+15,341
+152% +$511K ﹤0.01% 5410
2023
Q3 		$337K Buy
+10,095
New +$334K ﹤0.01% 5334

Other funds holding RISR

FIC
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RWP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM