Morgan Stanley’s IQ Healthy Hearts ETF HART Stock Holding History

Morgan Stanley’s Portfolio HART Stock Details HART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$33	–	8177
2025 Q1	$33	Buy	+1	New	+$32	﹤0.01%	7847
2024 Q4	–	Sell	-1	Closed	-$37	–	8018
2024 Q3	$37	Hold	1	–	–	﹤0.01%	7666
2024 Q2	$39	Buy	+1	New	+$30	﹤0.01%	7579

Other funds holding HART

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley's HART Position: Q2 2025 in Review

Morgan Stanley sold out of IQ Healthy Hearts ETF (HART) in Q2 2025, closing a stake of 1 share — an estimated $33 sold.

Morgan Stanley first reported a position in HART in Q2 2024 and held it in 3 quarters. The position peaked at $39 in Q2 2024. 3 funds tracked by Wall St. Rank hold HART as of Q2 2025.

Morgan Stanley reported no remaining IQ Healthy Hearts ETF position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 1 IQ Healthy Hearts ETF share in Q2 2025, an estimated $33.
Morgan Stanley first reported a position in IQ Healthy Hearts ETF in Q2 2024 and held it in 3 quarters.
Morgan Stanley's IQ Healthy Hearts ETF position peaked at $39 in Q2 2024.
3 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.