Morgan Stanley
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Morgan Stanley’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Morgan Stanley’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.1K Buy
+800
New +$46.5K ﹤0.01% 6527
2025
Q3 		– Sell
-1
Closed -$77 – 8381
2025
Q2 		$77 Hold
1
– – ﹤0.01% 7688
2025
Q1 		$83 Hold
1
– – ﹤0.01% 7608
2024
Q4 		$51 Buy
+1
New +$46 ﹤0.01% 7600
2024
Q3 		– Sell
-2
Closed -$88 – 8032
2024
Q2 		$88 Buy
2
+1
+100% +$40 ﹤0.01% 7379
2024
Q1 		$50 Buy
+1
New +$38 ﹤0.01% 7488

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

Morgan Stanley's UDIV Position: Q2 2026 in Review

Morgan Stanley opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2026: 800 shares worth $48.1K. The stake represents ﹤0.01% of the portfolio and ranks #6527 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in UDIV as recently as Q2 2025.

Morgan Stanley first reported a position in UDIV in Q1 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • Morgan Stanley held 800 shares of Franklin US Core Dividend Tilt Index ETF worth $48.1K as of Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF was a new Morgan Stanley position in Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6527 holding.
  • Morgan Stanley first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2024 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

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