Morgan Stanley
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Morgan Stanley’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Morgan Stanley’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,965
Closed -$414K – 8445
2026
Q1 		$414K Buy
6,965
+165
+2% +$8.97K ﹤0.01% 5574
2025
Q4 		$332K Buy
6,800
+369
+6% +$19.6K ﹤0.01% 5717
2025
Q3 		$338K Buy
6,431
+68
+1% +$3.48K ﹤0.01% 5678
2025
Q2 		$321K Buy
6,363
+5,959
+1,475% +$299K ﹤0.01% 5659
2025
Q1 		$21K Buy
404
+14
+4% +$706 ﹤0.01% 6557
2024
Q4 		$18.6K Buy
390
+389
+38,900% +$19.1K ﹤0.01% 6591
2024
Q3 		$74 Sell
1
-71
-99% -$3.43K ﹤0.01% 7488
2024
Q2 		$3.57K Hold
72
– – ﹤0.01% 6941
2024
Q1 		$3.47K Sell
72
-211
-75% -$9.85K ﹤0.01% 6978
2023
Q4 		$13.4K Buy
283
+1
+0.4% +$50 ﹤0.01% 6560
2023
Q3 		$14.5K Buy
+282
New +$14.6K ﹤0.01% 6587
2023
Q2 		– Sell
-72
Closed -$3.71K – 7662
2023
Q1 		$3.71K Buy
72
+63
+700% +$3.29K ﹤0.01% 7123
2022
Q4 		$491 Sell
9
-218
-96% -$12.3K ﹤0.01% 7563
2022
Q3 		$12K Sell
227
-95,631
-100% -$5.52M ﹤0.01% 6998
2022
Q2 		$5.58M Buy
95,858
+18,143
+23% +$1.16M ﹤0.01% 3667
2022
Q1 		$4.77M Buy
77,715
+77,627
+88,213% +$4.38M ﹤0.01% 3744
2021
Q4 		$4K Buy
+88
New +$5.01K ﹤0.01% 7678

Other funds holding CMDY

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's CMDY Position: Q2 2026 in Review

Morgan Stanley sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q2 2026, closing a stake of 6,965 shares — an estimated $414K sold.

Morgan Stanley first reported a position in CMDY in Q4 2021 and held it in 17 quarters. The position peaked at $5.58M in Q2 2022. 78 funds tracked by Wall St. Rank hold CMDY as of Q2 2026.

  • Morgan Stanley reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 6,965 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q2 2026, an estimated $414K.
  • Morgan Stanley first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2021 and held it in 17 quarters.
  • Morgan Stanley's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $5.58M in Q2 2022.
  • 78 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.