Morgan Stanley
PHEQ

Morgan Stanley’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Morgan Stanley’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.6M Buy
2,851,047
+337,537
+13% +$11.4M 0.01% 1577
2026
Q1 		$80.3M Sell
2,513,510
-355,988
-12% -$11.6M ﹤0.01% 1631
2025
Q4 		$93.5M Buy
2,869,498
+139,333
+5% +$4.51M 0.01% 1518
2025
Q3 		$87.4M Buy
2,730,165
+401,193
+17% +$12.6M 0.01% 1525
2025
Q2 		$71.4M Sell
2,328,972
-27,324
-1% -$794K ﹤0.01% 1598
2025
Q1 		$67.4M Buy
2,356,296
+371,704
+19% +$11M ﹤0.01% 1547
2024
Q4 		$58.6M Buy
1,984,592
+900,447
+83% +$26.4M ﹤0.01% 1699
2024
Q3 		$31.1M Buy
1,084,145
+280,423
+35% +$7.89M ﹤0.01% 2329
2024
Q2 		$22.4M Buy
803,722
+3,722
+0.5% +$102K ﹤0.01% 2530
2024
Q1 		$21.6M Hold
800,000
– – ﹤0.01% 2612
2023
Q4 		$20.8M Buy
+800,000
New +$20.4M ﹤0.01% 2646

Other funds holding PHEQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Morgan Stanley's PHEQ Position: Q2 2026 in Review

Morgan Stanley increased its Parametric Hedged Equity ETF (PHEQ) stake by 13% in Q2 2026, buying an estimated $11.4M and bringing the position to 2,851,047 shares worth $98.6M. The position accounts for 0.01% of the portfolio, ranked #1577.

Morgan Stanley first reported a position in PHEQ in Q4 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

  • Morgan Stanley held 2,851,047 shares of Parametric Hedged Equity ETF worth $98.6M as of Q2 2026.
  • Morgan Stanley bought 337,537 Parametric Hedged Equity ETF shares in Q2 2026, an estimated $11.4M.
  • Parametric Hedged Equity ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1577 holding.
  • Morgan Stanley first reported a position in Parametric Hedged Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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