Balanced Rock Investment Advisor MORGAN STANLEY ETF TRUST Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025
Number of Shares
136,417
Previous 121,997 11.82%
Holding current value
$7.02 Billion
Previous $6.21 Billion 13.11%
% of portfolio
5.13%
Previous 4.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
14,420 Added 11.82%
136,417 $7.02 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
121,997 New
121,997 $6.21 Billion
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