Morgan Stanley
IBAT icon

Morgan Stanley’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Morgan Stanley’s Portfolio IBAT Stock Details IBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
12,746
+6,956
+120% +$297K ﹤0.01% 5483
2026
Q1 		$197K Buy
+5,790
New +$192K ﹤0.01% 5880

Other funds holding IBAT

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley's IBAT Position: Q2 2026 in Review

Morgan Stanley increased its iShares Energy Storage & Materials ETF (IBAT) stake by 120% in Q2 2026, buying an estimated $297K and bringing the position to 12,746 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #5483.

Morgan Stanley first reported a position in IBAT in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • Morgan Stanley held 12,746 shares of iShares Energy Storage & Materials ETF worth $574K as of Q2 2026.
  • Morgan Stanley bought 6,956 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $297K.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5483 holding.
  • Morgan Stanley first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

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