Morgan Stanley’s SoFi Social 50 ETF SFYF Stock Holding History

Morgan Stanley’s Portfolio SFYF Stock Details SFYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.94K	Sell	127 -1	-0.8%	-$60	﹤0.01%	7106
2026 Q1	$6.56K	Buy	128 +102	+392%	+$5.5K	﹤0.01%	7074
2025 Q4	$1.51K	Buy	26 +1	+4%	+$56	﹤0.01%	7295
2025 Q3	$1.37K	Hold	25	–	–	﹤0.01%	7362
2025 Q2	$1.17K	Sell	25 -1	-4%	-$42	﹤0.01%	7318
2025 Q1	$1.02K	Hold	26	–	–	﹤0.01%	7277
2024 Q4	$1.14K	Buy	26 +1	+4%	+$41	﹤0.01%	7256
2024 Q3	$939	Hold	25	–	–	﹤0.01%	7225
2024 Q2	$880	Hold	25	–	–	﹤0.01%	7170
2024 Q1	$812	Sell	25 -27	-52%	-$829	﹤0.01%	7195
2023 Q4	$1.61K	Buy	52 +27	+108%	+$744	﹤0.01%	7159
2023 Q3	$665	Sell	25 -101	-80%	-$2.83K	﹤0.01%	7277
2023 Q2	$3.49K	Buy	126 +1	+0.8%	+$25	﹤0.01%	7063
2023 Q1	$2.98K	Hold	125	–	–	﹤0.01%	7162
2022 Q4	$2.43K	Hold	125	–	–	﹤0.01%	7317
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	7396
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	7526
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	7644
2021 Q4	$5K	Hold	125	–	–	﹤0.01%	7648
2021 Q3	$5K	Hold	125	–	–	﹤0.01%	7495
2021 Q2	$5K	Buy	+125	New	+$4.13K	﹤0.01%	7394

Other funds holding SFYF

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley's SFYF Position: Q2 2026 in Review

Morgan Stanley reduced its SoFi Social 50 ETF (SFYF) stake by 0.78% in Q2 2026, selling an estimated $60 and leaving 127 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #7106.

Morgan Stanley first reported a position in SFYF in Q2 2021 and has held it in 21 quarters since. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

Morgan Stanley held 127 shares of SoFi Social 50 ETF worth $7.94K as of Q2 2026.
Morgan Stanley sold 1 SoFi Social 50 ETF share in Q2 2026, an estimated $60.
SoFi Social 50 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7106 holding.
Morgan Stanley first reported a position in SoFi Social 50 ETF in Q2 2021 and has held it in 21 quarters since.
15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

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