Morgan Stanley ETF Trust Parametric Hedged Equity ETF (PHEQ)
ARCA ARCA Primary Summary
PHEQ Chart
PHEQ Hedges Equity Losses in 2025
Escalating trade wars across a number of fronts continue to prove a significant drag on U.S. markets. Advisors and investors seeking hedges within U.S. equities should consider the Parametric Hedged Equity ETF (PHEQ) for its performance this year.
Tech Sell-Off Highlights Use Case for Hedged Equity ETFs
It's certainly no understatement to say that this week was a tumultuous one for many U.S. tech companies. January 20, China startup DeepSeek showed off its newest AI models to the world.
PHEQ Mitigated Losses in Early August Sell-Off
Rate cuts may prove a boon for fixed income this fall, but potential economic weakening creates a challenged outlook for equities. While the Fed seeks to navigate a soft landing for the economy, positioning portfolios defensively could provide some investor peace of mind.
Morgan Stanley ETF Trust Parametric Hedged Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 132,063 | $3.71M | $4.55M | $845,359.42 | 22.81% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,167 | $38,008.85 | $40,133.13 | $2,124.28 | 5.59% |
 Amir Har-El Savvy Advisors, Inc. | 22,534 | $647,092.79 | $774,944.26 | $127,851.47 | 19.76% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 192,332 | $6.2M | $6.64M | $434,346.94 | 7% |
Morgan Stanley ETF Trust Parametric Hedged Equity ETF (PHEQ) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
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Has Morgan Stanley ETF Trust Parametric Hedged Equity ETF ever had a stock split?
Morgan Stanley ETF Trust Parametric Hedged Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment vehicle that aims for capital growth by channeling its resources into equity securities belonging to select large-cap U.S. companies. These companies are part of the Solactive GBS U.S. 500 index when the fund acquires them. This strategy reflects the fund's focus on identifying and investing in major U.S. corporations that are believed to have the potential for growth and value increase over time. By basing its investment decisions on the constituents of the Solactive GBS U.S. 500, the fund leverages a benchmark that comprises a broad spectrum of leading companies, ensuring that its investment portfolio is well-diversified across various sectors of the U.S. economy.
Products and Services
- Capital Appreciation Investments
This product is the core offering of the fund, focusing on investments in equity securities of large-cap U.S. companies with the potential for capital appreciation. This strategy relies on a selective approach, targeting only those companies that are constituents of the Solactive GBS U.S. 500 index, ensuring a level of quality and stability in the investments. The goal is to achieve long-term growth in the value of the fund's assets through wise selection and timely investment in these high-caliber companies.
