Morgan Stanley
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Morgan Stanley’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Morgan Stanley’s Portfolio JOET Stock Details JOET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.6M Sell
639,031
-42,631
-6% -$1.86M ﹤0.01% 2736
2026
Q1 		$27.3M Sell
681,662
-35,045
-5% -$1.47M ﹤0.01% 2655
2025
Q4 		$30.1M Buy
716,707
+104,490
+17% +$4.43M ﹤0.01% 2561
2025
Q3 		$26.3M Buy
612,217
+229,669
+60% +$9.56M ﹤0.01% 2613
2025
Q2 		$15.6M Buy
382,548
+64,236
+20% +$2.44M ﹤0.01% 3044
2025
Q1 		$11.6M Buy
318,312
+141,675
+80% +$5.45M ﹤0.01% 3205
2024
Q4 		$6.67M Buy
176,637
+42,168
+31% +$1.63M ﹤0.01% 3742
2024
Q3 		$4.95M Buy
134,469
+58,660
+77% +$2.05M ﹤0.01% 3969
2024
Q2 		$2.6M Buy
75,809
+10,552
+16% +$354K ﹤0.01% 4388
2024
Q1 		$2.25M Buy
65,257
+9,557
+17% +$309K ﹤0.01% 4503
2023
Q4 		$1.71M Sell
55,700
-506
-0.9% -$14.5K ﹤0.01% 4621
2023
Q3 		$1.57M Buy
56,206
+12,374
+28% +$356K ﹤0.01% 4538
2023
Q2 		$1.26M Buy
43,832
+3,569
+9% +$98.4K ﹤0.01% 4691
2023
Q1 		$1.11M Buy
40,263
+40,233
+134,110% +$1.1M ﹤0.01% 4802
2022
Q4 		$802 Sell
30
-20
-40% -$538 ﹤0.01% 7500
2022
Q3 		$1K Buy
+50
New +$1.33K ﹤0.01% 7571
2021
Q4 		– Sell
-1,000
Closed -$30K – 8037
2021
Q3 		$30K Buy
+1,000
New +$30.4K ﹤0.01% 6923

Other funds holding JOET

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Morgan Stanley's JOET Position: Q2 2026 in Review

Morgan Stanley reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 6.3% in Q2 2026, selling an estimated $1.86M and leaving 639,031 shares worth $29.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Morgan Stanley first reported a position in JOET in Q3 2021 and has held it in 17 quarters since. The position peaked at $30.1M in Q4 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Morgan Stanley held 639,031 shares of Virtus Terranova US Quality Momentum ETF worth $29.6M as of Q2 2026.
  • Morgan Stanley sold 42,631 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $1.86M.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2736 holding.
  • Morgan Stanley first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2021 and has held it in 17 quarters since.
  • Morgan Stanley's Virtus Terranova US Quality Momentum ETF position peaked at $30.1M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

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