MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2024
0mins
Source: businesswire
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MS
Wall Street analysts forecast MS stock price to fall
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 210.250
Low
132.00
Averages
185.00
High
219.00
Current: 210.250
Low
132.00
Averages
185.00
High
219.00
About MS
Morgan Stanley is a global financial services company. The Company is engaged in providing a range of investment banking, securities, wealth management and investment management services. Its segments include Institutional Securities, Wealth Management and Investment Management. Its Institutional Securities segment provides a variety of products and services to corporations, governments, financial institutions and ultra-high net worth clients. Its Wealth Management segment provides an array of financial services and solutions to individual investors and small to medium-sized businesses and institutions. Its Investment Management segment provides a range of investment strategies and products that span geographies, asset classes, and public and private markets to a diverse group of clients across institutional and intermediary channels. Its investment banking services consist of capital raising and financial advisory services, including the underwriting of debt and other products.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Asset Management Scale: Morgan Stanley's Wealth Management and Investment Management unit currently manages $9 trillion in assets, just shy of the $10 trillion mark, indicating strong growth potential in the wealth management sector.
- Asset Inflows: The firm saw $100 billion in new flows from E*Trade and workplace products last year, totaling $400 billion since 2020, demonstrating the effectiveness and appeal of its wealth management funnel.
- Product Diversification: Morgan Stanley plans to enhance its wealth management offerings by adding private assets and digital assets to its existing E*Trade, workplace products, and financial advisor services, catering to diverse client needs.
- Market Reaction: Despite the strong performance of Morgan Stanley's wealth management business, its stock fell 2.0% in afternoon trading, reflecting the impact of overall market volatility on the company's share price.
See More
- Record-Breaking IPO: SpaceX is set to debut on Nasdaq on June 12, aiming to raise at least $75 billion with a valuation of $1.78 trillion, marking the largest IPO in history and drawing significant attention from retail investors, which could have a substantial impact on market liquidity.
- Diverse Business Units: SpaceX operates three main business units, including reusable rocket launches, Starlink satellite internet, and artificial intelligence, with the latter projected to grow revenue 100-fold by 2030, highlighting immense market potential, particularly within the $28.5 trillion total addressable market for AI.
- Retail Investor Participation: The IPO allocates 30% of shares to retail investors, significantly higher than the typical 5%-10%, enhancing retail engagement but potentially increasing stock volatility in the early trading days, necessitating cautious approaches from investors.
- Lockup Period Structure: SpaceX has implemented a staggered lockup policy allowing insiders to gradually sell shares post-IPO, which could affect market supply and demand dynamics, especially with 20% of shares eligible for sale immediately after earnings reports, adding uncertainty to the stock's performance.
See More
- IPO Market Excitement: SpaceX's initial public offering (IPO) is expected to raise at least $75 billion with a valuation of $1.78 trillion, making it the largest IPO in history, reflecting strong market interest in the space economy.
- Retail Investor Participation: The IPO allocates up to 30% of shares to retail investors, significantly higher than the typical 5%-10%, which not only attracts a large number of small investors but may also lead to increased volatility in the stock during its initial trading period.
- Business Diversification: SpaceX's three business units include rocket launches, Starlink satellite internet, and artificial intelligence, with Starlink achieving an operating profit of $4.4 billion in 2025, showcasing its leading position in profitability.
- Future Growth Potential: Goldman Sachs projects SpaceX's revenue to grow from $18.7 billion in 2025 to $474 billion by 2030, particularly with the AI division expected to reach $322 billion in revenue by 2030, highlighting the company's immense potential in technological innovation and market expansion.
See More
- Stock Performance: Citi's shares surged to an intraday high of $137.12 on Wednesday, marking a yearly peak, although they closed 1% lower, reflecting market optimism about its future performance.
- Market Expectations: The CFO indicated that the bank anticipates a stronger-than-expected second quarter, with market revenue projected to rise by a high single-digit to low double-digit percentage, leading analysts to expect earnings of $2.60 per share.
- M&A Advisory Rankings: Despite President Trump's praise for Citi's M&A advisory performance, Dealogic data reveals that Citi ranks behind major banks like Goldman Sachs and JPMorgan in overall M&A advisory activity, indicating competitive challenges.
- Trading and Investment Banking Growth: Citi expects mid-teens growth in investment banking fees, reflecting broad momentum across its trading businesses, which further bolsters market confidence in its upcoming financial results.
See More
- Sales Growth Trend: Morgan Stanley highlighted improving sales demand for Coca-Cola's Fairlife brand, indicating strong performance in the U.S. retail market, which is expected to further drive overall revenue growth.
- Price Target and Rating: The firm maintained an 'Overweight' rating for Coca-Cola with a price target of $89, implying a 6% upside from the last closing price, reflecting confidence in the company's future performance.
- World Cup Marketing Strategy: Ahead of the upcoming World Cup, Coca-Cola is rolling out tech-driven fan experiences aimed at enhancing engagement with younger consumers, further solidifying its brand presence in the North American market.
- Retail Sentiment Optimism: According to Stocktwits data, retail investor sentiment around Coca-Cola remains bullish, with message volume surging 550% over the past month, indicating strong market confidence in its long-term growth potential.
See More
- Trump's Endorsement: President Trump praised Citigroup and CEO Jane Fraser on social media for being ranked number one in M&A advisory market value in Q1 2026, although the specific ranking source remains unclear.
- Stock Price Fluctuation: Citigroup shares reached a high of $137.12 at market open, up nearly 1.8%, but closed down 1%, still outperforming JPMorgan and Goldman Sachs, indicating market confidence in its future.
- M&A Market Position: According to Dealogic, Citigroup has fallen to fifth place among M&A advisors in 2026, down from fourth in 2025, highlighting challenges in a competitive landscape.
- Stock Performance: Citigroup's stock has risen 14.3% in 2026, significantly outperforming the S&P 500's 6.2% gain, reflecting a gradual restoration of market trust during its multi-year turnaround under Fraser.
See More











