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 Q2	$35	Sell	1 -307	-100%	-$9.15K	﹤0.01%	8200
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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Morgan Stanley's SAEF Position: Q2 2026 in Review

Morgan Stanley reduced its Schwab Ariel Opportunities ETF (SAEF) stake by 100% in Q2 2026, selling an estimated $9.15K and leaving 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #8200.

Morgan Stanley first reported a position in SAEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.47K in Q1 2026. 6 funds tracked by Wall St. Rank hold SAEF as of Q2 2026.

Morgan Stanley held 1 share of Schwab Ariel Opportunities ETF worth $35 as of Q2 2026.
Morgan Stanley sold 307 Schwab Ariel Opportunities ETF shares in Q2 2026, an estimated $9.15K.
Schwab Ariel Opportunities ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8200 holding.
Morgan Stanley first reported a position in Schwab Ariel Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
Morgan Stanley's Schwab Ariel Opportunities ETF position peaked at $8.47K in Q1 2026.
6 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q2 2026.

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