Ownership history in MORGAN STANLEY Β· 9 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in ISHARES TR (HAWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MORGAN STANLEY underperformed the S&P 500 by β35.0% annually on this HAWX position. Timing score: 60% (3/5 decisions correct). Average cost basis: $22.61. Maximum drawdown during holding period: β0.5%.
β Significantly underperformed the S&P 500 by 35.0% ann.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $16.84 (2017 Q1) Β· Worst: $30.33 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size