Morgan Stanley
SGRT

Morgan Stanley’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

Morgan Stanley’s Portfolio SGRT Stock Details SGRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.46K Sell
199
-51,211
-100% -$1.74M ﹤0.01% 7124
2026
Q1 		$1.37M Sell
51,410
-64,835
-56% -$1.76M ﹤0.01% 4978
2025
Q4 		$2.91M Buy
+116,245
New +$2.86M ﹤0.01% 4559

Other funds holding SGRT

SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Morgan Stanley's SGRT Position: Q2 2026 in Review

Morgan Stanley reduced its SMART Earnings Growth 30 ETF (SGRT) stake by 100% in Q2 2026, selling an estimated $1.74M and leaving 199 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #7124.

Morgan Stanley first reported a position in SGRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q4 2025. 15 funds tracked by Wall St. Rank hold SGRT as of Q2 2026.

  • Morgan Stanley held 199 shares of SMART Earnings Growth 30 ETF worth $7.46K as of Q2 2026.
  • Morgan Stanley sold 51,211 SMART Earnings Growth 30 ETF shares in Q2 2026, an estimated $1.74M.
  • SMART Earnings Growth 30 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7124 holding.
  • Morgan Stanley first reported a position in SMART Earnings Growth 30 ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's SMART Earnings Growth 30 ETF position peaked at $2.91M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q2 2026.

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