Ownership history in MORGAN STANLEY Β· 53 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in D ISHS CR EAFE IMI COM (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MORGAN STANLEY underperformed the S&P 500 by β6.5% annually on this IEFA position. Timing score: 56% (29/52 decisions correct). Average cost basis: $54.00. Maximum drawdown during holding period: β28.0%.
β Significantly underperformed the S&P 500 by 6.5% ann.
52 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 52 add/trim decisions correct
Best entry: $34.73 (2012 Q4) Β· Worst: $89.46 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
45 adds Β· 8 trims. Bought during 17 of 19 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.56% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size