Morgan Stanley’s Kovitz Core Equity ETF EQTY Stock Holding History

Morgan Stanley’s Portfolio EQTY Stock Details EQTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$133K	Buy	4,773 +869	+22%	+$23.7K	﹤0.01%	6132
2026 Q1	$99.4K	Hold	3,904	–	–	﹤0.01%	6167
2025 Q4	$105K	Hold	3,904	–	–	﹤0.01%	6168
2025 Q3	$100K	Buy	3,904 +1	+0%	+$26	﹤0.01%	6151
2025 Q2	$97.8K	Hold	3,903	–	–	﹤0.01%	6144
2025 Q1	$90.5K	Hold	3,903	–	–	﹤0.01%	6064
2024 Q4	$92.8K	Sell	3,903 -12	-0.3%	-$287	﹤0.01%	6091
2024 Q3	$91K	Hold	3,915	–	–	﹤0.01%	6044
2024 Q2	$84.8K	Hold	3,915	–	–	﹤0.01%	6018
2024 Q1	$85.9K	Sell	3,915 -3,915	-50%	-$81.1K	﹤0.01%	6050
2023 Q4	$156K	Buy	7,830 +3,916	+100%	+$72.7K	﹤0.01%	6033
2023 Q3	$70.7K	Sell	3,914 -1,444	-27%	-$27.1K	﹤0.01%	6023
2023 Q2	$99.7K	Sell	5,358 -494	-8%	-$8.65K	﹤0.01%	5954
2023 Q1	$100K	Sell	5,852 -1,641	-22%	-$27.7K	﹤0.01%	6002
2022 Q4	$118K	Buy	+7,493	New	+$118K	﹤0.01%	5908

Other funds holding EQTY

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PCM

Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley's EQTY Position: Q2 2026 in Review

Morgan Stanley increased its Kovitz Core Equity ETF (EQTY) stake by 22% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,773 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #6132.

Morgan Stanley first reported a position in EQTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $156K in Q4 2023. 16 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Morgan Stanley held 4,773 shares of Kovitz Core Equity ETF worth $133K as of Q2 2026.
Morgan Stanley bought 869 Kovitz Core Equity ETF shares in Q2 2026, an estimated $23.7K.
Kovitz Core Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6132 holding.
Morgan Stanley first reported a position in Kovitz Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
Morgan Stanley's Kovitz Core Equity ETF position peaked at $156K in Q4 2023.
16 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

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