Morgan Stanley
SFY icon

Morgan Stanley’s SoFi Select 500 ETF SFY Stock Holding History

Morgan Stanley’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Sell
1,243
-239
-16% -$31.3K ﹤0.01% 5978
2025
Q4 		$196K Sell
1,482
-128
-8% -$16.8K ﹤0.01% 5944
2025
Q3 		$208K Buy
1,610
+96
+6% +$11.8K ﹤0.01% 5871
2025
Q2 		$179K Buy
1,514
+3
+0.2% +$321 ﹤0.01% 5896
2025
Q1 		$154K Sell
1,511
-59
-4% -$6.43K ﹤0.01% 5840
2024
Q4 		$171K Buy
1,570
+368
+31% +$40.2K ﹤0.01% 5849
2024
Q3 		$125K Buy
1,202
+104
+9% +$10.4K ﹤0.01% 5913
2024
Q2 		$109K Buy
1,098
+488
+80% +$46K ﹤0.01% 5932
2024
Q1 		$56.8K Sell
610
-436
-42% -$38.5K ﹤0.01% 6165
2023
Q4 		$88.6K Sell
1,046
-1,502
-59% -$119K ﹤0.01% 6204
2023
Q3 		$195K Buy
2,548
+2,170
+574% +$171K ﹤0.01% 5582
2023
Q2 		$29.6K Hold
378
– – ﹤0.01% 6416
2023
Q1 		$27.3K Sell
378
-100
-21% -$7K ﹤0.01% 6513
2022
Q4 		$31.8K Hold
478
– – ﹤0.01% 6484
2022
Q3 		$30K Buy
478
+201
+73% +$14.1K ﹤0.01% 6624
2022
Q2 		$18K Sell
277
-1,000
-78% -$72.9K ﹤0.01% 7030
2022
Q1 		$105K Sell
1,277
-82
-6% -$6.59K ﹤0.01% 6274
2021
Q4 		$119K Buy
+1,359
New +$116K ﹤0.01% 6340
2021
Q2 		– Sell
-111
Closed -$8K – 7793
2021
Q1 		$8K Buy
+111
New +$7.88K ﹤0.01% 7011

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return