Morgan Stanley
EDGH

Morgan Stanley’s 3EDGE Dynamic Hard Assets ETF EDGH Stock Holding History

Morgan Stanley’s Portfolio EDGH Stock Details EDGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-101
Closed -$3.07K – 8555
2025
Q4 		$3.07K Hold
101
– – ﹤0.01% 7161
2025
Q3 		$2.91K Sell
101
-222
-69% -$6.01K ﹤0.01% 7223
2025
Q2 		$8.5K Buy
+323
New +$8.46K ﹤0.01% 6902

Other funds holding EDGH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
SGFG
Silver Grove Financial Group Orchard Park, New York $124M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Morgan Stanley's EDGH Position: Q1 2026 in Review

Morgan Stanley sold out of 3EDGE Dynamic Hard Assets ETF (EDGH) in Q1 2026, closing a stake of 101 shares — an estimated $3.07K sold.

Morgan Stanley first reported a position in EDGH in Q2 2025 and held it in 3 quarters. The position peaked at $8.5K in Q2 2025. 25 funds tracked by Wall St. Rank hold EDGH as of Q1 2026.

  • Morgan Stanley reported no remaining 3EDGE Dynamic Hard Assets ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 101 3EDGE Dynamic Hard Assets ETF shares in Q1 2026, an estimated $3.07K.
  • Morgan Stanley first reported a position in 3EDGE Dynamic Hard Assets ETF in Q2 2025 and held it in 3 quarters.
  • Morgan Stanley's 3EDGE Dynamic Hard Assets ETF position peaked at $8.5K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held 3EDGE Dynamic Hard Assets ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.