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
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 $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley's UDIV Position: Q3 2025 in Review

Morgan Stanley sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q3 2025, closing a stake of 1 share — an estimated $77 sold.

Morgan Stanley first reported a position in UDIV in Q1 2024 and held it in 5 quarters. The position peaked at $88 in Q2 2024. 36 funds tracked by Wall St. Rank hold UDIV as of Q3 2025.

  • Morgan Stanley reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 1 Franklin US Core Dividend Tilt Index ETF share in Q3 2025, an estimated $77.
  • Morgan Stanley first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2024 and held it in 5 quarters.
  • Morgan Stanley's Franklin US Core Dividend Tilt Index ETF position peaked at $88 in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.