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Morgan Stanley Etf Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (PHEQ) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 6.6k 32.01

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View all positions for Concurrent Investment Advisors

Top funds holding Morgan Stanley Etf Trust

Morgan Stanley
von Borstel & Associates
Wayfinding Financial
LPL Financial
Integrated Wealth Concepts
Sheets Smith Wealth Management
Savvy Advisors
Advisor Group Holdings
Smith, Moore & Co.
Concurrent Investment Advisors
Brian McDonald

View all funds holding Morgan Stanley Etf Trust