Morgan Stanley’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Morgan Stanley’s Portfolio IDEF Stock Details IDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193M	Buy	6,061,453 +1,613,752	+36%	+$53.4M	0.01%	1070
2026 Q1	$146M	Buy	4,447,701 +4,444,098	+123,344%	+$155M	0.01%	1137
2025 Q4	$111K	Buy	+3,603	New	+$112K	﹤0.01%	6147

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley's IDEF Position: Q2 2026 in Review

Morgan Stanley increased its iShares Defense Industrials Active ETF (IDEF) stake by 36% in Q2 2026, buying an estimated $53.4M and bringing the position to 6,061,453 shares worth $193M. The position accounts for 0.01% of the portfolio, ranked #1070.

Morgan Stanley first reported a position in IDEF in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Morgan Stanley held 6,061,453 shares of iShares Defense Industrials Active ETF worth $193M as of Q2 2026.
Morgan Stanley bought 1,613,752 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $53.4M.
iShares Defense Industrials Active ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1070 holding.
Morgan Stanley first reported a position in iShares Defense Industrials Active ETF in Q4 2025 and has held it in 3 quarters since.
266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

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