Ownership history in Ethic Inc. · 25 quarters on record
This page tracks every 13F SEC filing in which Ethic Inc. reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 196,899 | +11,282 | +6.1% | 0.54% | $35.0M | $176.56 |
| 2025 Q3 | ADDED | 185,617 | +1,235 | +0.7% | 0.49% | $29.5M | $157.13 |
| 2025 Q2 | ADDED | 184,382 | +15,414 | +9.1% | 0.46% | $25.9M | $138.28 |
| 2025 Q1 | ADDED | 168,968 | +6,699 | +4.1% | 0.40% | $19.6M | $113.62 |
| 2024 Q4 | ADDED | 162,269 | +42,743 | +35.8% | 0.41% | $20.4M | $121.63 |
| 2024 Q3 | REDUCED | 119,526 | -22,537 | -15.9% | 0.28% | $11.3M | $100.05 |
| 2024 Q2 | ADDED | 142,063 | +22,537 | +18.9% | 0.32% | $13.8M | $92.46 |
| 2024 Q1 | ADDED | 119,526 | +27,897 | +30.4% | 0.28% | $11.3M | $88.75 |
| 2023 Q4 | REDUCED | 91,629 | -25,973 | -22.1% | 0.25% | $8.5M | $87.04 |
| 2023 Q3 | REDUCED | 117,602 | -4,578 | -3.7% | 0.34% | $9.6M | $75.31 |
As of 2025 Q4 — sorted by position size