Morgan Stanley
SEIS

Morgan Stanley’s SEI Select Small Cap ETF SEIS Stock Holding History

Morgan Stanley’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3K Sell
552
-1,771
-76% -$51.1K ﹤0.01% 6821
2025
Q4 		$64.9K Buy
2,323
+2,064
+797% +$57.3K ﹤0.01% 6358
2025
Q3 		$7.24K Buy
+259
New +$6.96K ﹤0.01% 6993

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Morgan Stanley's SEIS Position: Q1 2026 in Review

Morgan Stanley reduced its SEI Select Small Cap ETF (SEIS) stake by 76% in Q1 2026, selling an estimated $51.1K and leaving 552 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6821.

Morgan Stanley first reported a position in SEIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $64.9K in Q4 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

  • Morgan Stanley held 552 shares of SEI Select Small Cap ETF worth $15.3K as of Q1 2026.
  • Morgan Stanley sold 1,771 SEI Select Small Cap ETF shares in Q1 2026, an estimated $51.1K.
  • SEI Select Small Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6821 holding.
  • Morgan Stanley first reported a position in SEI Select Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's SEI Select Small Cap ETF position peaked at $64.9K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

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