Morgan Stanley
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Morgan Stanley’s Franklin US Equity Index ETF USPX Stock Holding History

Morgan Stanley’s Portfolio USPX Stock Details USPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$70 – 8513
2025
Q4 		$70 Hold
1
– – ﹤0.01% 7756
2025
Q3 		$71 Sell
1
-6
-86% -$338 ﹤0.01% 7756
2025
Q2 		$406 Sell
7
-9,653
-100% -$484K ﹤0.01% 7478
2025
Q1 		$473K Buy
9,660
+7,801
+420% +$402K ﹤0.01% 5354
2024
Q4 		$95.4K Buy
1,859
+501
+37% +$25.9K ﹤0.01% 6081
2024
Q3 		$68.3K Buy
+1,358
New +$65.7K ﹤0.01% 6130

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's USPX Position: Q1 2026 in Review

Morgan Stanley sold out of Franklin US Equity Index ETF (USPX) in Q1 2026, closing a stake of 1 share — an estimated $70 sold.

Morgan Stanley first reported a position in USPX in Q3 2024 and held it in 6 quarters. The position peaked at $473K in Q1 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Morgan Stanley reported no remaining Franklin US Equity Index ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 1 Franklin US Equity Index ETF share in Q1 2026, an estimated $70.
  • Morgan Stanley first reported a position in Franklin US Equity Index ETF in Q3 2024 and held it in 6 quarters.
  • Morgan Stanley's Franklin US Equity Index ETF position peaked at $473K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.