Morgan Stanley
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Morgan Stanley’s iShares US Insurance ETF IAK Stock Holding History

Morgan Stanley’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7M Sell
138,099
-74,926
-35% -$9.94M ﹤0.01% 3066
2025
Q4 		$29M Sell
213,025
-90,112
-30% -$11.9M ﹤0.01% 2595
2025
Q3 		$40.6M Sell
303,137
-6,657
-2% -$871K ﹤0.01% 2190
2025
Q2 		$41.7M Sell
309,794
-42,666
-12% -$5.66M ﹤0.01% 2099
2025
Q1 		$48.6M Sell
352,460
-67,718
-16% -$8.85M ﹤0.01% 1844
2024
Q4 		$53.1M Sell
420,178
-7,976
-2% -$1.04M ﹤0.01% 1784
2024
Q3 		$55.3M Buy
428,154
+4,401
+1% +$536K ﹤0.01% 1737
2024
Q2 		$47.9M Buy
423,753
+19,510
+5% +$2.23M ﹤0.01% 1803
2024
Q1 		$47.5M Sell
404,243
-372,467
-48% -$40.5M ﹤0.01% 1808
2023
Q4 		$77.8M Buy
776,710
+383,309
+97% +$36.9M ﹤0.01% 1990
2023
Q3 		$36.1M Sell
393,401
-25,428
-6% -$2.31M ﹤0.01% 1877
2023
Q2 		$36.8M Sell
418,829
-68,747
-14% -$5.94M ﹤0.01% 1876
2023
Q1 		$41.7M Sell
487,576
-39,358
-7% -$3.57M ﹤0.01% 1708
2022
Q4 		$48.2M Buy
526,934
+89,053
+20% +$7.95M 0.01% 1532
2022
Q3 		$34.6M Sell
437,881
-274,718
-39% -$22.9M ﹤0.01% 1620
2022
Q2 		$59.1M Buy
712,599
+383,645
+117% +$33.2M 0.01% 1257
2022
Q1 		$30M Buy
328,954
+303,100
+1,172% +$26.3M ﹤0.01% 1702
2021
Q4 		$2.16M Buy
25,854
+3,251
+14% +$268K ﹤0.01% 4522
2021
Q3 		$1.77M Sell
22,603
-210
-0.9% -$16.6K ﹤0.01% 4669
2021
Q2 		$1.77M Sell
22,813
-487
-2% -$38.4K ﹤0.01% 4726
2021
Q1 		$1.73M Sell
23,300
-415
-2% -$29.5K ﹤0.01% 4366
2020
Q4 		$1.6M Sell
23,715
-1,150
-5% -$72K ﹤0.01% 4338
2020
Q3 		$1.39M Sell
24,865
-6,259
-20% -$358K ﹤0.01% 3972
2020
Q2 		$1.71M Sell
31,124
-12,592
-29% -$662K ﹤0.01% 3738
2020
Q1 		$2.17M Sell
43,716
-22,724
-34% -$1.49M ﹤0.01% 3296
2019
Q4 		$4.74M Sell
66,440
-1,355
-2% -$95.5K ﹤0.01% 3260
2019
Q3 		$4.88M Sell
67,795
-597
-0.9% -$42.4K ﹤0.01% 2902
2019
Q2 		$4.84M Buy
68,392
+11,825
+21% +$805K ﹤0.01% 2944
2019
Q1 		$3.6M Sell
56,567
-37,042
-40% -$2.32M ﹤0.01% 3027
2018
Q4 		$5.4M Buy
93,609
+48,024
+105% +$2.95M ﹤0.01% 2816
2018
Q3 		$3.02M Sell
45,585
-25,323
-36% -$1.65M ﹤0.01% 3665
2018
Q2 		$4.36M Sell
70,908
-7,120
-9% -$456K ﹤0.01% 3307
2018
Q1 		$5.04M Sell
78,028
-213,153
-73% -$14.1M ﹤0.01% 3019
2017
Q4 		$19.4M Sell
291,181
-16,916
-5% -$1.12M 0.01% 1694
2017
Q3 		$19.6M Sell
308,097
-64,754
-17% -$4.1M 0.01% 1612
2017
Q2 		$23.3M Buy
372,851
+85,888
+30% +$5.24M 0.01% 1389
2017
Q1 		$17.4M Buy
286,963
+31,900
+13% +$1.93M 0.01% 1677
2016
Q4 		$15.1M Buy
255,063
+154,145
+153% +$8.67M 0.01% 1807
2016
Q3 		$5.34M Sell
100,918
-2,783
-3% -$145K ﹤0.01% 2589
2016
Q2 		$5.25M Buy
103,701
+6,265
+6% +$318K ﹤0.01% 2571
2016
Q1 		$4.86M Sell
97,436
-57,879
-37% -$2.77M ﹤0.01% 2560
2015
Q4 		$7.94M Buy
155,315
+47,121
+44% +$2.43M ﹤0.01% 2205
2015
Q3 		$5.26M Buy
108,194
+746
+0.7% +$38.1K ﹤0.01% 2615
2015
Q2 		$5.43M Buy
107,448
+1,212
+1% +$60.9K ﹤0.01% 2719
2015
Q1 		$5.26M Buy
106,236
+2,409
+2% +$117K ﹤0.01% 2710
2014
Q4 		$5.19M Sell
103,827
-2,062
-2% -$99.8K ﹤0.01% 2700
2014
Q3 		$4.99M Buy
105,889
+6,788
+7% +$323K ﹤0.01% 2644
2014
Q2 		$4.74M Sell
99,101
-72,518
-42% -$3.38M ﹤0.01% 2709
2014
Q1 		$7.88M Sell
171,619
-58,114
-25% -$2.63M ﹤0.01% 2152
2013
Q4 		$10.9M Buy
229,733
+7,443
+3% +$338K ﹤0.01% 1871
2013
Q3 		$9.54M Sell
222,290
-30,682
-12% -$1.31M ﹤0.01% 1815
2013
Q2 		$10.3M Buy
+252,972
New +$10M 0.01% 1680

Other funds holding IAK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return

Morgan Stanley's IAK Position: Q1 2026 in Review

Morgan Stanley reduced its iShares US Insurance ETF (IAK) stake by 35% in Q1 2026, selling an estimated $9.94M and leaving 138,099 shares worth $17.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Morgan Stanley first reported a position in IAK in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.8M in Q4 2023. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Morgan Stanley held 138,099 shares of iShares US Insurance ETF worth $17.7M as of Q1 2026.
  • Morgan Stanley sold 74,926 iShares US Insurance ETF shares in Q1 2026, an estimated $9.94M.
  • iShares US Insurance ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3066 holding.
  • Morgan Stanley first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares US Insurance ETF position peaked at $77.8M in Q4 2023.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.