Morgan Stanley
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Morgan Stanley’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Morgan Stanley’s Portfolio PSET Stock Details PSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193K Sell
2,774
-102
-4% -$7.55K ﹤0.01% 5890
2025
Q4 		$219K Buy
2,876
+3
+0.1% +$229 ﹤0.01% 5898
2025
Q3 		$219K Sell
2,873
-301
-9% -$22.6K ﹤0.01% 5856
2025
Q2 		$234K Buy
3,174
+890
+39% +$60.5K ﹤0.01% 5794
2025
Q1 		$151K Buy
2,284
+342
+18% +$24.3K ﹤0.01% 5844
2024
Q4 		$139K Sell
1,942
-49
-2% -$3.54K ﹤0.01% 5925
2024
Q3 		$142K Hold
1,991
– – ﹤0.01% 5869
2024
Q2 		$136K Sell
1,991
-916
-32% -$60.8K ﹤0.01% 5849
2024
Q1 		$197K Buy
2,907
+1,521
+110% +$98K ﹤0.01% 5743
2023
Q4 		$85K Buy
1,386
+732
+112% +$41.6K ﹤0.01% 6217
2023
Q3 		$35.7K Buy
+654
New +$36.9K ﹤0.01% 6302
2020
Q2 		– Sell
-2,907
Closed -$98K – 6696
2020
Q1 		$98K Buy
2,907
+562
+24% +$22K ﹤0.01% 5198
2019
Q4 		$97K Buy
2,345
+664
+40% +$26.2K ﹤0.01% 5664
2019
Q3 		$65K Buy
1,681
+203
+14% +$7.73K ﹤0.01% 5601
2019
Q2 		$56K Buy
1,478
+257
+21% +$9.49K ﹤0.01% 5557
2019
Q1 		$44K Sell
1,221
-14,329
-92% -$484K ﹤0.01% 5724
2018
Q4 		$483K Buy
+15,550
New +$513K ﹤0.01% 4808

Other funds holding PSET

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Morgan Stanley's PSET Position: Q1 2026 in Review

Morgan Stanley reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 3.5% in Q1 2026, selling an estimated $7.55K and leaving 2,774 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #5890.

Morgan Stanley first reported a position in PSET in Q4 2018 and has held it in 17 quarters since. The position peaked at $483K in Q4 2018. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

  • Morgan Stanley held 2,774 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $193K as of Q1 2026.
  • Morgan Stanley sold 102 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $7.55K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5890 holding.
  • Morgan Stanley first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2018 and has held it in 17 quarters since.
  • Morgan Stanley's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $483K in Q4 2018.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.