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PHEQPHEQ
5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in MORGAN STANLEY ETF TRUST

Yes. Integrated Wealth Concepts holds 12,082 shares of PHEQ, worth $417,689, as of its Q2 2026 13F filing. It reduced the position by 29,000 shares (-70.6%) from Q1 2026. Integrated Wealth Concepts has held PHEQ since Q2 2025, across 5 quarterly 13F filings.

Current Value

$417,689

Current Shares

12,082

Total Value Change

+$96,126

Total Shares Change

+1,597

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12,082
-70.6%
$417,6890.0%$34.52
0
2026-Q1
Decreased
41,082
-30.1%
$1.3M0.0%$32.43
0
2025-Q4
Increased
58,784
+1.4%
$1.9M0.0%$32.65
26
2025-Q3
Increased
57,968
+452.9%
$1.9M0.0%$31.79
42
2025-Q2
New
10,485
-
$321,5630.0%$30.32
33

Other major holders of PHEQ: MORGAN STANLEY

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