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 Q2	$3.98M	Buy	32,376 +30,917	+2,119%	+$3.45M	﹤0.01%	4385
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 $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley's PWRD Position: Q2 2026 in Review

Morgan Stanley increased its TCW Transform Systems ETF (PWRD) stake by 2,119% in Q2 2026, buying an estimated $3.45M and bringing the position to 32,376 shares worth $3.98M. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

Morgan Stanley first reported a position in PWRD in Q2 2022 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Morgan Stanley held 32,376 shares of TCW Transform Systems ETF worth $3.98M as of Q2 2026.
Morgan Stanley bought 30,917 TCW Transform Systems ETF shares in Q2 2026, an estimated $3.45M.
TCW Transform Systems ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4385 holding.
Morgan Stanley first reported a position in TCW Transform Systems ETF in Q2 2022 and has held it in 11 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

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