Morgan Stanley
EGIS

Morgan Stanley’s 2ndVote Society Defended ETF EGIS Stock Holding History

Morgan Stanley’s Portfolio EGIS Stock Details EGIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,175
Closed -$92K – 8012
2022
Q3 		$92K Buy
+3,175
New +$99.1K ﹤0.01% 6126

Other funds holding EGIS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley's EGIS Position: Q4 2022 in Review

Morgan Stanley sold out of 2ndVote Society Defended ETF (EGIS) in Q4 2022, closing a stake of 3,175 shares — an estimated $92K sold.

Morgan Stanley first reported a position in EGIS in Q3 2022 and held it in 1 quarter. The position peaked at $92K in Q3 2022. 16 funds tracked by Wall St. Rank hold EGIS as of Q4 2022.

  • Morgan Stanley reported no remaining 2ndVote Society Defended ETF position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 3,175 2ndVote Society Defended ETF shares in Q4 2022, an estimated $92K.
  • Morgan Stanley first reported a position in 2ndVote Society Defended ETF in Q3 2022 and held it in 1 quarter.
  • Morgan Stanley's 2ndVote Society Defended ETF position peaked at $92K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.