Morgan Stanley
EDGU

Morgan Stanley’s 3EDGE Dynamic US Equity ETF EDGU Stock Holding History

Morgan Stanley’s Portfolio EDGU Stock Details EDGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-180
Closed -$5.03K – 8530
2025
Q3 		$5.03K Hold
180
– – ﹤0.01% 7085
2025
Q2 		$4.68K Buy
+180
New +$4.4K ﹤0.01% 7054

Other funds holding EDGU

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Morgan Stanley's EDGU Position: Q4 2025 in Review

Morgan Stanley sold out of 3EDGE Dynamic US Equity ETF (EDGU) in Q4 2025, closing a stake of 180 shares — an estimated $5.03K sold.

Morgan Stanley first reported a position in EDGU in Q2 2025 and held it in 2 quarters. The position peaked at $5.03K in Q3 2025. 16 funds tracked by Wall St. Rank hold EDGU as of Q4 2025.

  • Morgan Stanley reported no remaining 3EDGE Dynamic US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 180 3EDGE Dynamic US Equity ETF shares in Q4 2025, an estimated $5.03K.
  • Morgan Stanley first reported a position in 3EDGE Dynamic US Equity ETF in Q2 2025 and held it in 2 quarters.
  • Morgan Stanley's 3EDGE Dynamic US Equity ETF position peaked at $5.03K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held 3EDGE Dynamic US Equity ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.