Morgan Stanley
LGH icon

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
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 Sell
1,144
-1,144
-50% -$49.7K ﹤0.01% 6196
2023
Q4 		$94.2K Sell
2,288
-311
-12% -$11.9K ﹤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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $127M AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return