Morgan Stanley
HEGD icon

Morgan Stanley’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Morgan Stanley’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34 Buy
+1
New +$26 ﹤0.01% 8203
2025
Q1 		– Sell
-165
Closed -$3.7K – 8139
2024
Q4 		$3.7K Buy
+165
New +$3.73K ﹤0.01% 7081
2024
Q3 		– Sell
-1
Closed -$30 – 7967
2024
Q2 		$30 Buy
+1
New +$21 ﹤0.01% 7664
2022
Q3 		– Sell
-1,010
Closed -$17K – 7770
2022
Q2 		$17K Buy
+1,010
New +$17.8K ﹤0.01% 7046

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Morgan Stanley's HEGD Position: Q2 2026 in Review

Morgan Stanley opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 1 share worth $34. The stake represents ﹤0.01% of the portfolio and ranks #8203 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in HEGD as recently as Q4 2024.

Morgan Stanley first reported a position in HEGD in Q2 2022 and has held it in 4 quarters since. The position peaked at $17K in Q2 2022. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Morgan Stanley held 1 share of Swan Hedged Equity US Large Cap ETF worth $34 as of Q2 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Morgan Stanley position in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8203 holding.
  • Morgan Stanley first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2022 and has held it in 4 quarters since.
  • Morgan Stanley's Swan Hedged Equity US Large Cap ETF position peaked at $17K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

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