Morgan Stanley
TACK icon

Morgan Stanley’s Fairlead Tactical Sector ETF TACK Stock Holding History

Morgan Stanley’s Portfolio TACK Stock Details TACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.6K Sell
282
-365
-56% -$11.3K ﹤0.01% 6990
2025
Q4 		$19.4K Sell
647
-20
-3% -$599 ﹤0.01% 6702
2025
Q3 		$20K Hold
667
– – ﹤0.01% 6689
2025
Q2 		$18.8K Sell
667
-51
-7% -$1.39K ﹤0.01% 6670
2025
Q1 		$19.5K Sell
718
-10
-1% -$278 ﹤0.01% 6580
2024
Q4 		$19.9K Sell
728
-15
-2% -$424 ﹤0.01% 6573
2024
Q3 		$20.9K Buy
743
+327
+79% +$8.8K ﹤0.01% 6492
2024
Q2 		$10.8K Buy
416
+1
+0.2% +$26 ﹤0.01% 6657
2024
Q1 		$11K Buy
415
+325
+361% +$8.24K ﹤0.01% 6670
2023
Q4 		$2.24K Buy
+90
New +$2.11K ﹤0.01% 7124
2022
Q4 		– Sell
-440
Closed -$10K – 7956
2022
Q3 		$10K Buy
+440
New +$10.4K ﹤0.01% 7072

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return