Morgan Stanley’s HCM Defender 500 Index ETF LGH Stock Holding History

Morgan Stanley’s Portfolio LGH Stock Details LGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73K	Hold	1,145	–	–	﹤0.01%	6373
2026 Q1	$65.2K	Hold	1,145	–	–	﹤0.01%	6313
2025 Q4	$71K	Buy	1,145 +1	+0.1%	+$61	﹤0.01%	6317
2025 Q3	$69.1K	Hold	1,144	–	–	﹤0.01%	6295
2025 Q2	$62.3K	Hold	1,144	–	–	﹤0.01%	6283
2025 Q1	$55.2K	Hold	1,144	–	–	﹤0.01%	6238
2024 Q4	$59.6K	Hold	1,144	–	–	﹤0.01%	6235
2024 Q3	$58.1K	Hold	1,144	–	–	﹤0.01%	6171
2024 Q2	$56.6K	Hold	1,144	–	–	﹤0.01%	6131
2024 Q1	$53.2K	Hold	1,144	–	–	﹤0.01%	6196
2023 Q4	$47.1K	Sell	1,144 -1,455	-56%	-$55.8K	﹤0.01%	6181
2023 Q3	$97.1K	Buy	2,599 +1,455	+127%	+$57.3K	﹤0.01%	5905
2023 Q2	$45K	Sell	1,144 -227	-17%	-$8.26K	﹤0.01%	6250
2023 Q1	$48.1K	Hold	1,371	–	–	﹤0.01%	6303
2022 Q4	$45.7K	Hold	1,371	–	–	﹤0.01%	6334
2022 Q3	$46K	Hold	1,371	–	–	﹤0.01%	6446
2022 Q2	$48K	Buy	1,371 +535	+64%	+$19.9K	﹤0.01%	6632
2022 Q1	$35K	Hold	836	–	–	﹤0.01%	6868
2021 Q4	$39K	Buy	836 +540	+182%	+$23.8K	﹤0.01%	6923
2021 Q3	$12K	Hold	296	–	–	﹤0.01%	7272
2021 Q2	$12K	Buy	+296	New	+$11.4K	﹤0.01%	7181

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Morgan Stanley's LGH Position: Q2 2026 in Review

Morgan Stanley held its HCM Defender 500 Index ETF (LGH) position steady in Q2 2026 at 1,145 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #6373.

Morgan Stanley first reported a position in LGH in Q2 2021 and has held it in 21 quarters since. The position peaked at $97.1K in Q3 2023. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Morgan Stanley held 1,145 shares of HCM Defender 500 Index ETF worth $73K as of Q2 2026.
Morgan Stanley left its HCM Defender 500 Index ETF share count unchanged in Q2 2026.
HCM Defender 500 Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6373 holding.
Morgan Stanley first reported a position in HCM Defender 500 Index ETF in Q2 2021 and has held it in 21 quarters since.
Morgan Stanley's HCM Defender 500 Index ETF position peaked at $97.1K in Q3 2023.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

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