Morgan Stanley
XAGG

Morgan Stanley’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

Morgan Stanley’s Portfolio XAGG Stock Details XAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134M Buy
2,690,653
+1,741,312
+183% +$88.3M 0.01% 1209
2025
Q4 		$47.9M Buy
+949,341
New +$47.8M ﹤0.01% 2119

Other funds holding XAGG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's XAGG Position: Q1 2026 in Review

Morgan Stanley increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 183% in Q1 2026, buying an estimated $88.3M and bringing the position to 2,690,653 shares worth $134M. The position accounts for 0.01% of the portfolio, ranked #1209.

Morgan Stanley first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • Morgan Stanley held 2,690,653 shares of Eaton Vance Income Opportunities ETF worth $134M as of Q1 2026.
  • Morgan Stanley bought 1,741,312 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $88.3M.
  • Eaton Vance Income Opportunities ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1209 holding.
  • Morgan Stanley first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

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