INTERACTIVE FINANCIAL ADVISORS, INC.

Position in MS — Morgan Stanley

CIK 1419099 New Lenox, IL

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$421,006

+$91,044 QoQ

Shares Held

2,014

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.53%

of 13F equity value

Holder Rank

#1,904

of 2,723 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INTERACTIVE FINANCIAL ADVISORS, INC. holds $421,006 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	2,014	$421,006

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,006	2,014	+0.4%	Shares	Sole	2026-07-31
2026-03-31	$329,962	2,005	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$355,592	2,003	0.0%	Shares	Sole	2026-02-09
2025-09-30	$318,396	2,003	0.0%	Shares	Sole	2025-10-29
2025-06-30	$282,142	2,003	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$233,340	2,000	0.0%	Shares	Sole	2025-04-29
2024-12-31	$251,440	2,000	0.0%	Shares	Sole	2025-02-06
2024-09-30	$208,480	2,000	0.0%	Shares	Sole	2024-10-30
2022-12-31	$170,040	2,000	0.0%	Shares	Sole	2023-02-08
2022-09-30	$158,020	2,000	0.0%	Shares	Sole	2022-11-14
2022-06-30	$152,120	2,000	0.0%	Shares	Sole	2022-08-10
2022-03-31	$174,800	2,000	0.0%	Shares	Sole	2022-05-09
2021-12-31	$196,320	2,000	0.0%	Shares	Sole	2022-02-11
2021-09-30	$194,620	2,000	0.0%	Shares	Sole	2021-11-09
2021-06-30	$183,380	2,000	0.0%	Shares	Sole	2021-07-30
2021-03-31	$155,320	2,000	0.0%	Shares	Sole	2021-05-11
2020-12-31	$137,060	2,000	0.0%	Shares	Sole	2021-01-21
2020-09-30	$96,700	2,000	0.0%	Shares	Sole	2020-10-29
2020-06-30	$96,600	2,000	0.0%	Shares	Sole	2020-07-27
2020-03-31	$68,000	2,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.