Morgan Stanley’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Morgan Stanley’s Portfolio EQRR Stock Details EQRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.03K	Hold	101	–	–	﹤0.01%	7048
2025 Q4	$6.52K	Buy	101 +1	+1%	+$63	﹤0.01%	6998
2025 Q3	$6.32K	Sell	100 -92	-48%	-$5.67K	﹤0.01%	7030
2025 Q2	$11.5K	Hold	192	–	–	﹤0.01%	6820
2025 Q1	$11.4K	Buy	192 +1	+0.5%	+$59	﹤0.01%	6763
2024 Q4	$10.9K	Hold	191	–	–	﹤0.01%	6775
2024 Q3	$11.1K	Sell	191 -500	-72%	-$28.8K	﹤0.01%	6689
2024 Q2	$40.3K	Hold	691	–	–	﹤0.01%	6238
2024 Q1	$42.4K	Sell	691 -1,289	-65%	-$71.8K	﹤0.01%	6280
2023 Q4	$107K	Sell	1,980 -1,097	-36%	-$55.3K	﹤0.01%	6139
2023 Q3	$156K	Sell	3,077 -3,415	-53%	-$178K	﹤0.01%	5694
2023 Q2	$320K	Sell	6,492 -10,470	-62%	-$502K	﹤0.01%	5437
2023 Q1	$837K	Sell	16,962 -5,862	-26%	-$309K	﹤0.01%	4954
2022 Q4	$1.16M	Buy	22,824 +9,008	+65%	+$459K	﹤0.01%	4787
2022 Q3	$599K	Buy	13,816 +2,944	+27%	+$141K	﹤0.01%	5175
2022 Q2	$488K	Buy	+10,872	New	+$559K	﹤0.01%	5438

Other funds holding EQRR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley's EQRR Position: Q1 2026 in Review

Morgan Stanley held its ProShares Equities for Rising Rates ETF (EQRR) position steady in Q1 2026 at 101 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #7048.

Morgan Stanley first reported a position in EQRR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2022. 19 funds tracked by Wall St. Rank hold EQRR as of Q1 2026.

Morgan Stanley held 101 shares of ProShares Equities for Rising Rates ETF worth $7.03K as of Q1 2026.
Morgan Stanley left its ProShares Equities for Rising Rates ETF share count unchanged in Q1 2026.
ProShares Equities for Rising Rates ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7048 holding.
Morgan Stanley first reported a position in ProShares Equities for Rising Rates ETF in Q2 2022 and has held it in 16 quarters since.
Morgan Stanley's ProShares Equities for Rising Rates ETF position peaked at $1.16M in Q4 2022.
19 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2026.

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