Morgan Stanley’s Hartford Strategic Income ETF HFSI Stock Holding History

Morgan Stanley’s Portfolio HFSI Stock Details HFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.29K	Sell	123 -362	-75%	-$12.8K	﹤0.01%	7176
2025 Q4	$17.2K	Buy	485 +431	+798%	+$15.4K	﹤0.01%	6743
2025 Q3	$1.94K	Buy	54 +45	+500%	+$1.59K	﹤0.01%	7317
2025 Q2	$328	Buy	9 +6	+200%	+$205	﹤0.01%	7508
2025 Q1	$123	Buy	+3	New	+$104	﹤0.01%	7539
2024 Q4	–	Sell	-1	Closed	-$64	–	8139
2024 Q3	$64	Hold	1	–	–	﹤0.01%	7511
2024 Q2	$60	Buy	+1	New	+$34	﹤0.01%	7452

Other funds holding HFSI

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Morgan Stanley's HFSI Position: Q1 2026 in Review

Morgan Stanley reduced its Hartford Strategic Income ETF (HFSI) stake by 75% in Q1 2026, selling an estimated $12.8K and leaving 123 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #7176.

Morgan Stanley first reported a position in HFSI in Q2 2024 and has held it in 7 quarters since. The position peaked at $17.2K in Q4 2025. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

Morgan Stanley held 123 shares of Hartford Strategic Income ETF worth $4.29K as of Q1 2026.
Morgan Stanley sold 362 Hartford Strategic Income ETF shares in Q1 2026, an estimated $12.8K.
Hartford Strategic Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7176 holding.
Morgan Stanley first reported a position in Hartford Strategic Income ETF in Q2 2024 and has held it in 7 quarters since.
Morgan Stanley's Hartford Strategic Income ETF position peaked at $17.2K in Q4 2025.
68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

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