Morgan Stanley shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $38k | 216 | 175.93 |
| 2025-09-30 | $34k | 219 | 155.25 |
| 2025-06-30 | $28k | 199 | 140.70 |
| 2024-12-31 | $17k | 141 | 120.57 |
| 2024-09-30 | $13k | 133 | 97.74 |
| 2024-06-30 | $11k | 115 | 95.65 |
| 2024-03-31 | $17k | 178 | 95.51 |
| 2023-12-31 | $15k | 166 | 90.36 |
| 2023-09-30 | $14k | 169 | 79.75 |
| 2023-06-30 | $14k | 166 | 84.42 |
| 2023-03-31 | $18k | 220 | 81.82 |
| 2022-12-31 | $16k | 203 | 78.82 |
| 2022-09-30 | $16k | 203 | 78.82 |
| 2022-06-30 | $21k | 281 | 74.73 |
| 2022-03-31 | $18k | 209 | 86.12 |
| 2021-12-31 | $10k | 103 | 97.09 |
| 2021-09-30 | $10k | 103 | 97.09 |
| 2021-06-30 | $0 | 3 | 0.00 |
| 2021-03-31 | $0 | 3 | 0.00 |
| 2020-12-31 | $0 | 3 | 0.00 |
More positions owned by Efficient Wealth Management
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