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PHEQPHEQ
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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in PARAMETRIC HEDGED EQUITY ETF

MORGAN STANLEY holds 2.9M shares of PHEQ (PARAMETRIC HEDGED EQUITY ETF), worth $98.6M as of 2026-Q2. The position was increased (+13.4% shares). PHEQ represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$98.6M

Current Shares

2.9M

Total Value Change

+$67.4M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+13.4%
$98.6M0.0%$34.57
34
2026-Q1
Decreased
2.5M
-12.4%
$80.3M0.0%$32.43
0
2025-Q4
Increased
2.9M
+5.1%
$93.5M0.0%$32.65
31
2025-Q3
Increased
2.7M
+17.2%
$87.4M0.0%$31.79
35
2025-Q2
Decreased
2.3M
-1.2%
$71.4M0.0%$30.32
0
2025-Q1
Increased
2.4M
+18.7%
$67.4M0.0%$28.23
35
2024-Q4
Increased
2M
+83.1%
$58.6M0.0%$29.22
45
2024-Q3
Increased
1.1M
+34.9%
$31.1M0.0%$28.11
37

Other major holders of PHEQ: LPL Financial LLC, Private Advisor Group, LLC, ENVESTNET ASSET MANAGEMENT INC

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