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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in INV RAFI US 1500 SM-USD INC

MORGAN STANLEY holds 1.3M shares of PRFZ (INV RAFI US 1500 SM-USD INC), worth $72.6M as of 2026-Q2. The position was increased (+9.2% shares). PRFZ represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$72.6M

Current Shares

1.3M

Total Value Change

+$25.2M

Total Shares Change

+161,408

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+9.2%
$72.6M0.0%$55.77
32
2026-Q1
Increased
1.2M
+6.2%
$54.6M0.0%$48.10
31
2025-Q4
Increased
1.1M
+2.8%
$51.4M0.0%$46.32
30
2025-Q3
Decreased
1.1M
-1.0%
$49.5M0.0%$45.33
0
2025-Q2
Decreased
1.1M
-0.9%
$44.8M0.0%$40.46
0
2025-Q1
Decreased
1.1M
-1.3%
$42.1M0.0%$37.65
0
2024-Q4
Decreased
1.1M
-1.2%
$46.8M0.0%$41.24
0
2024-Q3
Decreased
1.1M
-1.3%
$47.3M0.0%$40.86
0

Other major holders of PRFZ: Steward Partners Investment Advisory, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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