Morgan Stanley
EFIV icon

Morgan Stanley’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Morgan Stanley’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
3,177
-1
-0% -$70 ﹤0.01% 5891
2026
Q1 		$200K Hold
3,178
– – ﹤0.01% 5870
2025
Q4 		$210K Sell
3,178
-23,000
-88% -$1.5M ﹤0.01% 5913
2025
Q3 		$1.66M Buy
26,178
+21,895
+511% +$1.34M ﹤0.01% 4893
2025
Q2 		$251K Buy
4,283
+1,106
+35% +$59.9K ﹤0.01% 5763
2025
Q1 		$170K Hold
3,177
– – ﹤0.01% 5806
2024
Q4 		$179K Hold
3,177
– – ﹤0.01% 5832
2024
Q3 		$177K Buy
3,177
+214
+7% +$11.5K ﹤0.01% 5795
2024
Q2 		$157K Hold
2,963
– – ﹤0.01% 5775
2024
Q1 		$150K Buy
2,963
+1
+0% +$48 ﹤0.01% 5835
2023
Q4 		$137K Hold
2,962
– – ﹤0.01% 5827
2023
Q3 		$123K Buy
2,962
+2,008
+210% +$86.8K ﹤0.01% 5788
2023
Q2 		$41.1K Buy
954
+103
+12% +$4.19K ﹤0.01% 6291
2023
Q1 		$33.6K Sell
851
-356
-29% -$13.6K ﹤0.01% 6430
2022
Q4 		$44.2K Hold
1,207
– – ﹤0.01% 6349
2022
Q3 		$41K Buy
+1,207
New +$45.9K ﹤0.01% 6489

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley's EFIV Position: Q2 2026 in Review

Morgan Stanley reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.03% in Q2 2026, selling an estimated $70 and leaving 3,177 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #5891.

Morgan Stanley first reported a position in EFIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q3 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Morgan Stanley held 3,177 shares of State Street SPDR S&P 500 ESG ETF worth $232K as of Q2 2026.
  • Morgan Stanley sold 1 State Street SPDR S&P 500 ESG ETF share in Q2 2026, an estimated $70.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5891 holding.
  • Morgan Stanley first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and has held it in 16 quarters since.
  • Morgan Stanley's State Street SPDR S&P 500 ESG ETF position peaked at $1.66M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

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