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Morgan Stanley mutual funds - shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of Morgan Stanley mutual funds - (MSEQX) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions investment in Morgan Stanley mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley mutual funds - held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley mutual funds - by Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.0M 144k 34.87

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Dfa Global Equity I Equity Funds (DGEIX)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
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Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
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Berkshire Hathaway Class B Common Stock (BRK.B)
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Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)
Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions