Question 1

How many shares of SMLF does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 294,229 shares of SMLF (ISHARES MSCI USA SMALL-CAP M).

Question 2

What is MORGAN STANLEY's SMLF position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's SMLF position is worth $26.2M.

Question 3

Is MORGAN STANLEY buying or selling SMLF?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their SMLF position (+37.0% change in shares).

Question 4

When did MORGAN STANLEY first buy SMLF?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in SMLF in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	294,229	+37.0%	$26.2M	0.0%	$89.14	37
2026-Q1	Increased	214,680	+29.8%	$16.2M	0.0%	$78.14	36
2025-Q4	Increased	165,378	+158.9%	$12.4M	0.0%	$75.60	45
2025-Q3	Increased	63,881	+97.0%	$4.7M	0.0%	$74.05	43
2025-Q2	Decreased	32,421	-17.9%	$2.2M	0.0%	$67.43	0
2025-Q1	Decreased	39,490	-1.8%	$2.5M	0.0%	$61.63	0
2024-Q4	Increased	40,209	+317.5%	$2.7M	0.0%	$66.84	42
2024-Q3	Increased	9,630	+11.0%	$638,984	0.0%	$65.24	18
2024-Q2	New	8,676	-	$531,058	0.0%	$59.98	37

SMLF9 quarters

SMLF
9 quarters