Morgan Stanley’s Pacer WealthShield ETF PWS Stock Holding History

Morgan Stanley’s Portfolio PWS Stock Details PWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44	Buy	+1	New	+$32	﹤0.01%	8132
2026 Q1	–	Sell	-1	Closed	-$46	–	8457
2025 Q4	$46	Hold	1	–	–	﹤0.01%	7885
2025 Q3	$44	Buy	+1	New	+$31	﹤0.01%	7887
2025 Q1	–	Sell	-13	Closed	-$417	–	8190
2024 Q4	$417	Buy	+13	New	+$401	﹤0.01%	7362
2024 Q1	–	Sell	-9	Closed	-$243	–	7939
2023 Q4	$243	Sell	9 -741	-99%	-$19.5K	﹤0.01%	7284
2023 Q3	$19.8K	Hold	750	–	–	﹤0.01%	6494
2023 Q2	$20.6K	Hold	750	–	–	﹤0.01%	6560
2023 Q1	$20.3K	Hold	750	–	–	﹤0.01%	6626
2022 Q4	$21.5K	Hold	750	–	–	﹤0.01%	6665
2022 Q3	$22K	Hold	750	–	–	﹤0.01%	6751
2022 Q2	$23K	Hold	750	–	–	﹤0.01%	6926
2022 Q1	$23K	Buy	+750	New	+$23.3K	﹤0.01%	7094

Other funds holding PWS

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

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Morgan Stanley's PWS Position: Q2 2026 in Review

Morgan Stanley opened a new position in Pacer WealthShield ETF (PWS) in Q2 2026: 1 share worth $44. The stake represents ﹤0.01% of the portfolio and ranks #8132 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in PWS as recently as Q4 2025.

Morgan Stanley first reported a position in PWS in Q1 2022 and has held it in 12 quarters since. The position peaked at $23K in Q2 2022. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

Morgan Stanley held 1 share of Pacer WealthShield ETF worth $44 as of Q2 2026.
Pacer WealthShield ETF was a new Morgan Stanley position in Q2 2026.
Pacer WealthShield ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8132 holding.
Morgan Stanley first reported a position in Pacer WealthShield ETF in Q1 2022 and has held it in 12 quarters since.
Morgan Stanley's Pacer WealthShield ETF position peaked at $23K in Q2 2022.
10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

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