Morgan Stanley’s TCW Transform Systems ETF PWRD Stock Holding History

Morgan Stanley’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143K	Buy	1,459 +417	+40%	+$42.5K	﹤0.01%	6013
2025 Q4	$100K	Buy	1,042 +21	+2%	+$2.06K	﹤0.01%	6201
2025 Q3	$99.8K	Sell	1,021 -199	-16%	-$18.5K	﹤0.01%	6153
2025 Q2	$110K	Buy	1,220 +199	+19%	+$15.4K	﹤0.01%	6089
2025 Q1	$71.2K	Buy	1,021 +601	+143%	+$45.5K	﹤0.01%	6156
2024 Q4	$30.5K	Sell	420 -1	-0.2%	-$75	﹤0.01%	6442
2024 Q3	$31.2K	Buy	421 +420	+42,000%	+$29K	﹤0.01%	6352
2024 Q2	$96	Hold	1	–	–	﹤0.01%	7361
2024 Q1	$93	Buy	+1	New	+$61	﹤0.01%	7382
2022 Q3	–	Sell	-1,675	Closed	-$73K	–	7922
2022 Q2	$73K	Buy	+1,675	New	+$81.5K	﹤0.01%	6427

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Morgan Stanley's PWRD Position: Q1 2026 in Review

Morgan Stanley increased its TCW Transform Systems ETF (PWRD) stake by 40% in Q1 2026, buying an estimated $42.5K and bringing the position to 1,459 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #6013.

Morgan Stanley first reported a position in PWRD in Q2 2022 and has held it in 10 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Morgan Stanley held 1,459 shares of TCW Transform Systems ETF worth $143K as of Q1 2026.
Morgan Stanley bought 417 TCW Transform Systems ETF shares in Q1 2026, an estimated $42.5K.
TCW Transform Systems ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6013 holding.
Morgan Stanley first reported a position in TCW Transform Systems ETF in Q2 2022 and has held it in 10 quarters since.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

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