Morgan Stanley’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Morgan Stanley’s Portfolio SYZ Stock Details SYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-50,000	Closed	-$1.25M	–	8583
2025 Q3	$1.25M	Buy	+50,000	New	+$1.25M	﹤0.01%	5059

Other funds holding SYZ

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's SYZ Position: Q4 2025 in Review

Morgan Stanley sold out of Lazard US Systematic Small Cap Equity ETF (SYZ) in Q4 2025, closing a stake of 50,000 shares — an estimated $1.25M sold.

Morgan Stanley first reported a position in SYZ in Q3 2025 and held it in 1 quarter. The position peaked at $1.25M in Q3 2025. 7 funds tracked by Wall St. Rank hold SYZ as of Q4 2025.

Morgan Stanley reported no remaining Lazard US Systematic Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Morgan Stanley sold 50,000 Lazard US Systematic Small Cap Equity ETF shares in Q4 2025, an estimated $1.25M.
Morgan Stanley first reported a position in Lazard US Systematic Small Cap Equity ETF in Q3 2025 and held it in 1 quarter.
Morgan Stanley's Lazard US Systematic Small Cap Equity ETF position peaked at $1.25M in Q3 2025.
7 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.