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Morgan Stanley Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (PHEQ) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 58k 32.02
2025-06-30 $322k 11k 30.67

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Bny Mellon MF Closed and MF Open (BKLC)
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Aptus Defined MF Closed and MF Open (DRSK)
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Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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