Morgan Stanley’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Morgan Stanley’s Portfolio STXK Stock Details STXK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57	Sell	1 -1	-50%	-$36	﹤0.01%	8061
2026 Q1	$74	Buy	2 +1	+100%	+$35	﹤0.01%	7865
2025 Q4	$47	Hold	1	–	–	﹤0.01%	7879
2025 Q3	$66	Sell	1 -1	-50%	-$32	﹤0.01%	7767
2025 Q2	$73	Buy	2 +1	+100%	+$29	﹤0.01%	7698
2025 Q1	$52	Hold	1	–	–	﹤0.01%	7710
2024 Q4	$56	Sell	1 -1	-50%	-$32	﹤0.01%	7576
2024 Q3	$87	Hold	2	–	–	﹤0.01%	7464
2024 Q2	$74	Buy	2 +1	+100%	+$29	﹤0.01%	7407
2024 Q1	$48	Buy	+1	New	+$29	﹤0.01%	7497

Other funds holding STXK

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCMU

Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley's STXK Position: Q2 2026 in Review

Morgan Stanley reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 50% in Q2 2026, selling an estimated $36 and leaving 1 share worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #8061.

Morgan Stanley first reported a position in STXK in Q1 2024 and has held it in 10 quarters since. The position peaked at $87 in Q3 2024. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

Morgan Stanley held 1 share of EA Series Trust Strive Small-Cap ETF worth $57 as of Q2 2026.
Morgan Stanley sold 1 EA Series Trust Strive Small-Cap ETF share in Q2 2026, an estimated $36.
EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8061 holding.
Morgan Stanley first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's EA Series Trust Strive Small-Cap ETF position peaked at $87 in Q3 2024.
32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

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