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 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	-18	Closed	-$486	–	7941
2023 Q4	$486	Sell	18 -732	-98%	-$19.2K	﹤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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

OWP

ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Morgan Stanley's PWS Position: Q1 2026 in Review

Morgan Stanley sold out of Pacer WealthShield ETF (PWS) in Q1 2026, closing a stake of 1 share — an estimated $46 sold.

Morgan Stanley first reported a position in PWS in Q1 2022 and held it in 11 quarters. The position peaked at $23K in Q2 2022. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

Morgan Stanley reported no remaining Pacer WealthShield ETF position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 1 Pacer WealthShield ETF share in Q1 2026, an estimated $46.
Morgan Stanley first reported a position in Pacer WealthShield ETF in Q1 2022 and held it in 11 quarters.
Morgan Stanley's Pacer WealthShield ETF position peaked at $23K in Q2 2022.
13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

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