Morgan Stanley
SGRT icon

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
Q3 		$6.81K Hold
199
– – ﹤0.01% 7186
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

SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Morgan Stanley's SGRT Position: Q3 2026 in Review

Morgan Stanley held its SMART Earnings Growth 30 ETF (SGRT) position steady in Q3 2026 at 199 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #7186.

Morgan Stanley first reported a position in SGRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q4 2025. 10 funds tracked by Wall St. Rank hold SGRT as of Q3 2026.

  • Morgan Stanley held 199 shares of SMART Earnings Growth 30 ETF worth $6.81K as of Q3 2026.
  • Morgan Stanley left its SMART Earnings Growth 30 ETF share count unchanged in Q3 2026.
  • SMART Earnings Growth 30 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #7186 holding.
  • Morgan Stanley first reported a position in SMART Earnings Growth 30 ETF in Q4 2025 and has held it in 4 quarters since.
  • Morgan Stanley's SMART Earnings Growth 30 ETF position peaked at $2.91M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.