Morgan Stanley’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Morgan Stanley’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Buy	211,835 +14,580	+7%	+$845K	﹤0.01%	3517
2026 Q1	$10.9M	Buy	197,255 +41,868	+27%	+$2.32M	﹤0.01%	3501
2025 Q4	$8.18M	Buy	155,387 +6,115	+4%	+$319K	﹤0.01%	3774
2025 Q3	$7.76M	Sell	149,272 -6,076	-4%	-$309K	﹤0.01%	3772
2025 Q2	$7.65M	Buy	155,348 +29,525	+23%	+$1.38M	﹤0.01%	3700
2025 Q1	$5.95M	Sell	125,823 -4,742	-4%	-$232K	﹤0.01%	3781
2024 Q4	$6.31M	Sell	130,565 -8,479	-6%	-$421K	﹤0.01%	3802
2024 Q3	$6.76M	Buy	139,044 +1,679	+1%	+$78K	﹤0.01%	3716
2024 Q2	$6.13M	Sell	137,365 -203,938	-60%	-$9.15M	﹤0.01%	3726
2024 Q1	$15.8M	Buy	341,303 +24,166	+8%	+$1.06M	﹤0.01%	2947
2023 Q4	$14M	Buy	317,137 +194,519	+159%	+$7.88M	﹤0.01%	3046
2023 Q3	$4.89M	Buy	122,618 +51	+0%	+$2.14K	﹤0.01%	3758
2023 Q2	$5.13M	Sell	122,567 -5,214	-4%	-$211K	﹤0.01%	3762
2023 Q1	$5.25M	Sell	127,781 -5,578	-4%	-$233K	﹤0.01%	3746
2022 Q4	$5.36M	Buy	133,359 +1,055	+0.8%	+$42.3K	﹤0.01%	3694
2022 Q3	$4.89M	Sell	132,304 -1,271	-1%	-$52.5K	﹤0.01%	3720
2022 Q2	$5.24M	Sell	133,575 -1,164	-0.9%	-$50.1K	﹤0.01%	3710
2022 Q1	$6.26M	Buy	134,739 +3,273	+2%	+$148K	﹤0.01%	3437
2021 Q4	$6.22M	Sell	131,466 -2,473	-2%	-$115K	﹤0.01%	3482
2021 Q3	$5.98M	Buy	133,939 +16,253	+14%	+$740K	﹤0.01%	3483
2021 Q2	$5.38M	Sell	117,686 -2,573	-2%	-$116K	﹤0.01%	3705
2021 Q1	$5.17M	Buy	120,259 +21,845	+22%	+$907K	﹤0.01%	3375
2020 Q4	$3.84M	Buy	98,414 +15,499	+19%	+$557K	﹤0.01%	3549
2020 Q3	$2.67M	Buy	82,915 +11,927	+17%	+$387K	﹤0.01%	3393
2020 Q2	$2.18M	Sell	70,988 -25,090	-26%	-$724K	﹤0.01%	3514
2020 Q1	$2.33M	Sell	96,078 -3,347	-3%	-$104K	﹤0.01%	3229
2019 Q4	$3.4M	Buy	99,425 +1,925	+2%	+$63K	﹤0.01%	3602
2019 Q3	$3.13M	Sell	97,500 -821	-0.8%	-$26.4K	﹤0.01%	3373
2019 Q2	$3.21M	Sell	98,321 -11,896	-11%	-$384K	﹤0.01%	3364
2019 Q1	$3.55M	Buy	110,217 +83	+0.1%	+$2.58K	﹤0.01%	3047
2018 Q4	$3.07M	Sell	110,134 -19,517	-15%	-$594K	﹤0.01%	3412
2018 Q3	$4.3M	Buy	129,651 +18,003	+16%	+$591K	﹤0.01%	3342
2018 Q2	$3.55M	Sell	111,648 -25,828	-19%	-$809K	﹤0.01%	3551
2018 Q1	$4.2M	Buy	137,476 +2,316	+2%	+$72.4K	﹤0.01%	3213
2017 Q4	$4.22M	Sell	135,160 -43,766	-24%	-$1.32M	﹤0.01%	3296
2017 Q3	$5.28M	Sell	178,926 -41,792	-19%	-$1.2M	﹤0.01%	2912
2017 Q2	$6.29M	Buy	220,718 +16,445	+8%	+$466K	﹤0.01%	2617
2017 Q1	$5.77M	Buy	204,273 +123,102	+152%	+$3.43M	﹤0.01%	2721
2016 Q4	$2.19M	Buy	81,171 +43,510	+116%	+$1.14M	﹤0.01%	3851
2016 Q3	$988K	Buy	37,661 +29,010	+335%	+$756K	﹤0.01%	4050
2016 Q2	$218K	Buy	8,651 +7,789	+904%	+$194K	﹤0.01%	4890
2016 Q1	$21K	Buy	862 +562	+187%	+$12.6K	﹤0.01%	5902
2015 Q4	$7K	Sell	300 -20	-6%	-$481	﹤0.01%	6314
2015 Q3	$7K	Hold	320	–	–	﹤0.01%	6327
2015 Q2	$8K	Buy	+320	New	+$8.33K	﹤0.01%	6339

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Morgan Stanley's EQAL Position: Q2 2026 in Review

Morgan Stanley increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 7.4% in Q2 2026, buying an estimated $845K and bringing the position to 211,835 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Morgan Stanley first reported a position in EQAL in Q2 2015 and has held it in 45 quarters since. The position peaked at $15.8M in Q1 2024. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Morgan Stanley held 211,835 shares of Invesco Russell 1000 Equal Weight ETF worth $12.6M as of Q2 2026.
Morgan Stanley bought 14,580 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $845K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3517 holding.
Morgan Stanley first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2015 and has held it in 45 quarters since.
Morgan Stanley's Invesco Russell 1000 Equal Weight ETF position peaked at $15.8M in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.