Morgan Stanley’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-205
| Closed | -$3.35K | – | 8477 |
|
|
2025
Q4 | $3.35K | Sell |
205
-69
| -25% | -$1.11K | ﹤0.01% | 7142 |
|
|
2025
Q3 | $4.41K | Hold |
274
| – | – | ﹤0.01% | 7124 |
|
|
2025
Q2 | $4.09K | Buy |
274
+1
| +0.4% | +$14 | ﹤0.01% | 7084 |
|
|
2025
Q1 | $3.7K | Sell |
273
-1
| -0.4% | -$15 | ﹤0.01% | 7061 |
|
|
2024
Q4 | $3.96K | Sell |
274
-3
| -1% | -$45 | ﹤0.01% | 7068 |
|
|
2024
Q3 | $3.96K | Buy |
277
+110
| +66% | +$1.51K | ﹤0.01% | 6978 |
|
|
2024
Q2 | $2.23K | Buy |
167
+48
| +40% | +$646 | ﹤0.01% | 7045 |
|
|
2024
Q1 | $1.66K | Buy |
119
+4
| +3% | +$52 | ﹤0.01% | 7097 |
|
|
2023
Q4 | $1.48K | Sell |
115
-71
| -38% | -$836 | ﹤0.01% | 7090 |
|
|
2023
Q3 | $2.19K | Buy |
186
+72
| +63% | +$882 | ﹤0.01% | 7113 |
|
|
2023
Q2 | $1.39K | Hold |
114
| – | – | ﹤0.01% | 7249 |
|
|
2023
Q1 | $1.31K | Hold |
114
| – | – | ﹤0.01% | 7315 |
|
|
2022
Q4 | $1.26K | Hold |
114
| – | – | ﹤0.01% | 7439 |
|
|
2022
Q3 | $1K | Hold |
114
| – | – | ﹤0.01% | 7598 |
|
|
2022
Q2 | $1K | Hold |
114
| – | – | ﹤0.01% | 7701 |
|
|
2022
Q1 | $2K | Sell |
114
-714
| -86% | -$9.46K | ﹤0.01% | 7758 |
|
|
2021
Q4 | $12K | Buy |
+828
| New | +$12.2K | ﹤0.01% | 7418 |
|
|
2021
Q2 | – | Sell |
-72
| Closed | -$1K | – | 7794 |
|
|
2021
Q1 | $1K | Buy |
+72
| New | +$955 | ﹤0.01% | 7373 |
|
Morgan Stanley's SFYX Position: Q1 2026 in Review
Morgan Stanley sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 205 shares — an estimated $3.35K sold.
Morgan Stanley first reported a position in SFYX in Q1 2021 and held it in 18 quarters. The position peaked at $12K in Q4 2021. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.
- Morgan Stanley reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
- Morgan Stanley sold 205 SoFi Next 500 ETF shares in Q1 2026, an estimated $3.35K.
- Morgan Stanley first reported a position in SoFi Next 500 ETF in Q1 2021 and held it in 18 quarters.
- Morgan Stanley's SoFi Next 500 ETF position peaked at $12K in Q4 2021.
- 0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.