EDZ β€” DIREXION SHS ETF TR

Ownership history in MORGAN STANLEY  Β·  31 quarters on record

AI Ownership Summary

MORGAN STANLEY reported DIREXION SHS ETF TR (EDZ) in 31 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows EDZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EDZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EDZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held EDZ β€” position size vs. price
% of Fund (quarterly)    EDZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 70 -720 -91.1% 0.00% $3K 2025-11-14 $36.02
2025 Q2 REDUCED 790 -30 -3.7% 0.00% $4K 2025-08-14 $48.14
2025 Q1 REDUCED 820 -502 -38.0% 0.00% $7K 2025-05-15 $60.56
2024 Q4 ADDED 1,322 +535 +68.0% 0.00% $12K 2025-02-14 $73.52
2024 Q3 ADDED 787 +66 +9.2% 0.00% $6K 2024-11-14 $83.61
2024 Q2 REDUCED 721 -729 -50.3% 0.00% $7K 2024-08-14 $87.89
2024 Q1 REDUCED 1,450 -280 -16.2% 0.00% $15K 2024-05-15 $81.70
2023 Q4 REDUCED 1,730 -2,622 -60.2% 0.00% $19K 2024-02-13 $109.19
2023 Q3 ADDED 4,352 +1,833 +72.8% 0.00% $60K 2023-11-15 $108.47
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MORGAN STANLEY and EDZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning EDZ?

MORGAN STANLEY reported EDZ across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported EDZ position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for EDZ was 0.00% in 2023 Q3.

What is the latest reported EDZ position on this page?

The most recent filing on this page is 2025 Q3, when MORGAN STANLEY reported 70 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this EDZ ownership page compare?

The chart compares MORGAN STANLEY's quarterly EDZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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