Morgan Stanley’s Hartford Longevity Economy ETF HLGE Stock Holding History

Morgan Stanley’s Portfolio HLGE Stock Details HLGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$63	–	8023
2024 Q3	$63	Buy	+1	New	+$31	﹤0.01%	7515
2024 Q2	–	Sell	-1	Closed	-$60	–	7898
2024 Q1	$60	Buy	+1	New	+$28	﹤0.01%	7444

Other funds holding HLGE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's HLGE Position: Q4 2024 in Review

Morgan Stanley sold out of Hartford Longevity Economy ETF (HLGE) in Q4 2024, closing a stake of 1 share — an estimated $63 sold.

Morgan Stanley first reported a position in HLGE in Q1 2024 and held it in 2 quarters. The position peaked at $63 in Q3 2024. 3 funds tracked by Wall St. Rank hold HLGE as of Q4 2024.

Morgan Stanley reported no remaining Hartford Longevity Economy ETF position as of Q4 2024 after selling out during the quarter.
Morgan Stanley sold 1 Hartford Longevity Economy ETF share in Q4 2024, an estimated $63.
Morgan Stanley first reported a position in Hartford Longevity Economy ETF in Q1 2024 and held it in 2 quarters.
Morgan Stanley's Hartford Longevity Economy ETF position peaked at $63 in Q3 2024.
3 funds tracked by Wall St. Rank held Hartford Longevity Economy ETF as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.