Morgan Stanley
TZI

Morgan Stanley’s ISHARES TARGET DATE 2025 ETF TZI Stock Holding History

Morgan Stanley’s Portfolio TZI Stock Details TZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-310
Closed -$13K – 6952
2014
Q3 		$13K Hold
310
– – ﹤0.01% 6137
2014
Q2 		$13K Hold
310
– – ﹤0.01% 6141
2014
Q1 		$13K Buy
+310
New +$12.6K ﹤0.01% 6073

Morgan Stanley's TZI Position: Q4 2014 in Review

Morgan Stanley sold out of ISHARES TARGET DATE 2025 ETF (TZI) in Q4 2014, closing a stake of 310 shares — an estimated $13K sold.

Morgan Stanley first reported a position in TZI in Q1 2014 and held it in 3 quarters. The position peaked at $13K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZI as of Q4 2014.

  • Morgan Stanley reported no remaining ISHARES TARGET DATE 2025 ETF position as of Q4 2014 after selling out during the quarter.
  • Morgan Stanley sold 310 ISHARES TARGET DATE 2025 ETF shares in Q4 2014, an estimated $13K.
  • Morgan Stanley first reported a position in ISHARES TARGET DATE 2025 ETF in Q1 2014 and held it in 3 quarters.
  • Morgan Stanley's ISHARES TARGET DATE 2025 ETF position peaked at $13K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2025 ETF as of Q4 2014.

Based on Morgan Stanley's 13F filing for Q4 2014, filed 13 Feb 2015.