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Morgan Stanley shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $393k 2.5k 158.96

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley