PHEQ – Morgan Stanley ETF Trust

Morgan Stanley ETF Trust (PHEQ) is an Equity Hedged ETF, issued by Eaton Vance ETFs, $138M in assets, 0.29% expense ratio.

Returns as of Oct 23, 2026: 1 week -0.1%, 1 year +9.7%.

Solactive GBS U.S. 500 constituents: Invests in U.S. large-cap equity securities for capital appreciation.

Top holdings

• NVDA – NVIDIA Corporation, 7.3%
• AAPL – Apple Inc, 6.6%
• MSFT – Microsoft Corporation, 6.2%
• AMZN – Amazon.com Inc, 4.0%
• GOOGL – Alphabet Inc Class A, 3.4%
• GOOG – Alphabet Inc Class C, 3.0%
• AVGO – Broadcom Inc, 2.6%
• META – Meta Platforms Inc., 2.1%
• TSLA – Tesla Inc, 2.0%
• LLY – Eli Lilly and Company, 1.8%
• JPM – JPMorgan Chase & Co, 1.8%
• BRK-B – Berkshire Hathaway Inc, 1.4%
• XOM – Exxon Mobil Corp, 1.4%
• JNJ – Johnson & Johnson, 1.3%
• V – Visa Inc. Class A, 1.2%
• WMT – Walmart Inc. Common Stock, 1.2%
• COST – Costco Wholesale Corp, 1.0%
• MA – Mastercard Inc, 1.0%
• ABBV – AbbVie Inc, 0.9%
• HD – The Home Depot Inc, 0.9%
• CSCO – Cisco Systems Inc, 0.9%
• BAC – Bank of America Corp, 0.9%
• CVX – Chevron Corp, 0.8%
• PLTR – Palantir Technologies Inc., 0.8%
• MRK – Merck & Company Inc, 0.8%

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