Morgan Stanley
HEDG icon

Morgan Stanley’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Morgan Stanley’s Portfolio HEDG Stock Details HEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-984
Closed -$28.5K – 8701
2026
Q1 		$28.5K Buy
+984
New +$29K ﹤0.01% 6605

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Enzi Wealth
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Mount Yale Investment Advisors
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Vestmark Advisory Solutions
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Envestnet Asset Management
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Garden State Investment Advisory Services
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Platform Technology Partners
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Morgan Stanley's HEDG Position: Q2 2026 in Review

Morgan Stanley sold out of Equable Shares Hedged Equity ETF (HEDG) in Q2 2026, closing a stake of 984 shares — an estimated $28.5K sold.

Morgan Stanley first reported a position in HEDG in Q1 2026 and held it in 1 quarter. The position peaked at $28.5K in Q1 2026. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Morgan Stanley reported no remaining Equable Shares Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 984 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $28.5K.
  • Morgan Stanley first reported a position in Equable Shares Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • Morgan Stanley's Equable Shares Hedged Equity ETF position peaked at $28.5K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

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