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Morgan Stanley Etf Trust shares owned by Sheets Smith Wealth Management

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

Historical chart of Sheets Smith Wealth Management investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 55k 32.02

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Visa Com Cl A (V)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
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Copart (CPRT)
TJX Companies (TJX)

View all positions for Sheets Smith Wealth Management

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