Morgan Stanley’s ISHARES TARGET DATE 2030 ETF TZL Stock Holding History

Morgan Stanley’s Portfolio TZL Stock Details TZL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-569	Closed	-$24K	–	6950
2014 Q3	$24K	Hold	569	–	–	﹤0.01%	5957
2014 Q2	$25K	Hold	569	–	–	﹤0.01%	5976
2014 Q1	$24K	Buy	569 +54	+10%	+$2.25K	﹤0.01%	5920
2013 Q4	$22K	Buy	+515	New	+$21.1K	﹤0.01%	5846

Morgan Stanley's TZL Position: Q4 2014 in Review

Morgan Stanley sold out of ISHARES TARGET DATE 2030 ETF (TZL) in Q4 2014, closing a stake of 569 shares — an estimated $24K sold.

Morgan Stanley first reported a position in TZL in Q4 2013 and held it in 4 quarters. The position peaked at $25K in Q2 2014. 0 funds tracked by Wall St. Rank hold TZL as of Q4 2014.

Morgan Stanley reported no remaining ISHARES TARGET DATE 2030 ETF position as of Q4 2014 after selling out during the quarter.
Morgan Stanley sold 569 ISHARES TARGET DATE 2030 ETF shares in Q4 2014, an estimated $24K.
Morgan Stanley first reported a position in ISHARES TARGET DATE 2030 ETF in Q4 2013 and held it in 4 quarters.
Morgan Stanley's ISHARES TARGET DATE 2030 ETF position peaked at $25K in Q2 2014.
0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2030 ETF as of Q4 2014.

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