IQ EQ Fund Management’s Morningstar MORN Stock Holding History

IQ EQ Fund Management’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,106	Closed	-$721K	–	317
2025 Q3	$721K	Hold	3,106	–	–	0.05%	240
2025 Q2	$975K	Buy	3,106 +257	+9%	+$76.1K	0.09%	209
2025 Q1	$854K	Hold	2,849	–	–	0.1%	194
2024 Q4	$959K	Sell	2,849 -98	-3%	-$33.5K	0.11%	178
2024 Q3	$940K	Hold	2,947	–	–	0.1%	222
2024 Q2	$872K	Sell	2,947 -730	-20%	-$216K	0.1%	220
2024 Q1	$1.13M	Buy	3,677 +683	+23%	+$197K	0.13%	184
2023 Q4	$857K	Sell	2,994 -536	-15%	-$140K	0.1%	218
2023 Q3	$827K	Sell	3,530 -2,155	-38%	-$487K	0.17%	150
2023 Q2	$1.11M	Sell	5,685 -337	-6%	-$66.7K	0.21%	120
2023 Q1	$1.22M	Hold	6,022	–	–	0.23%	116
2022 Q4	$1.3M	Hold	6,022	–	–	0.27%	111
2022 Q3	$1.28M	Sell	6,022 -241	-4%	-$57.3K	0.29%	113
2022 Q2	$1.51M	Hold	6,263	–	–	0.3%	112
2022 Q1	$1.71M	Buy	6,263 +1,336	+27%	+$378K	0.28%	120
2021 Q4	$1.69M	Buy	4,927 +878	+22%	+$272K	0.26%	120
2021 Q3	$1.05M	Buy	+4,049	New	+$1.06M	0.16%	149

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return