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Morgan Stanley Direct Le shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Morgan Stanley Direct Le (MSDL) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Morgan Stanley Direct Le

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Direct Le held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Direct Le by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0k 300 13.33

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Morgan Stanley Direct Le

Van Eck Associates Corp.
Generali Asset Management SPA SGR
UBS Group
Rivernorth Capital Management
Muzinich & Co
Altshuler Shaham
Toronto-Dominion Bank
Sumitomo Mitsui Trust Holdings
Americana Partners
American Financial Group
Jane Street
Trexquant Investment
Wells Fargo & Company
Hrt Financial
Franklin Resources

View all funds holding Morgan Stanley Direct Le