VBA
PHEQ

von Borstel & Associates’s Parametric Hedged Equity ETF PHEQ Stock Holding History

von Borstel & Associates’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-134,430
Closed -$4.36M – 132
2025
Q3 		$4.36M Buy
+134,430
New +$4.22M 0.67% 28

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

von Borstel & Associates's PHEQ Position: Q4 2025 in Review

von Borstel & Associates sold out of Parametric Hedged Equity ETF (PHEQ) in Q4 2025, closing a stake of 134,430 shares — an estimated $4.36M sold.

von Borstel & Associates first reported a position in PHEQ in Q3 2025 and held it in 1 quarter. The position peaked at $4.36M in Q3 2025. 16 funds tracked by Wall St. Rank hold PHEQ as of Q4 2025.

  • von Borstel & Associates reported no remaining Parametric Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 134,430 Parametric Hedged Equity ETF shares in Q4 2025, an estimated $4.36M.
  • von Borstel & Associates first reported a position in Parametric Hedged Equity ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Parametric Hedged Equity ETF position peaked at $4.36M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.