Morgan Stanley
SAEF

Morgan Stanley’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

Morgan Stanley’s Portfolio SAEF Stock Details SAEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.47K Buy
308
+307
+30,700% +$8.81K ﹤0.01% 6998
2025
Q4 		$34 Sell
1
-1
-50% -$27 ﹤0.01% 7980
2025
Q3 		$56 Hold
2
– – ﹤0.01% 7807
2025
Q2 		$62 Hold
2
– – ﹤0.01% 7723
2025
Q1 		$49 Buy
+2
New +$53 ﹤0.01% 7725
2024
Q4 		– Sell
-1
Closed -$50 – 8071
2024
Q3 		$50 Hold
1
– – ﹤0.01% 7582
2024
Q2 		$45 Buy
+1
New +$24 ﹤0.01% 7534

Other funds holding SAEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley's SAEF Position: Q1 2026 in Review

Morgan Stanley increased its Schwab Ariel Opportunities ETF (SAEF) stake by 30,700% in Q1 2026, buying an estimated $8.81K and bringing the position to 308 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #6998.

Morgan Stanley first reported a position in SAEF in Q2 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold SAEF as of Q1 2026.

  • Morgan Stanley held 308 shares of Schwab Ariel Opportunities ETF worth $8.47K as of Q1 2026.
  • Morgan Stanley bought 307 Schwab Ariel Opportunities ETF shares in Q1 2026, an estimated $8.81K.
  • Schwab Ariel Opportunities ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6998 holding.
  • Morgan Stanley first reported a position in Schwab Ariel Opportunities ETF in Q2 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q1 2026.

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