Morgan Stanley
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Morgan Stanley’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Morgan Stanley’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Buy
94,211
+31,693
+51% +$920K ﹤0.01% 4539
2025
Q4 		$1.64M Buy
62,518
+7,201
+13% +$185K ﹤0.01% 4934
2025
Q3 		$1.31M Sell
55,317
-76,328
-58% -$1.69M ﹤0.01% 5030
2025
Q2 		$2.7M Sell
131,645
-204,614
-61% -$4.12M ﹤0.01% 4515
2025
Q1 		$6.89M Buy
336,259
+16,242
+5% +$363K ﹤0.01% 3650
2024
Q4 		$7.24M Buy
320,017
+262,137
+453% +$6.29M ﹤0.01% 3669
2024
Q3 		$1.42M Sell
57,880
-70,757
-55% -$1.72M ﹤0.01% 4843
2024
Q2 		$2.97M Buy
128,637
+16,673
+15% +$390K ﹤0.01% 4300
2024
Q1 		$2.7M Sell
111,964
-123,894
-53% -$2.9M ﹤0.01% 4379
2023
Q4 		$5.43M Buy
235,858
+89,546
+61% +$1.8M ﹤0.01% 4329
2023
Q3 		$2.98M Sell
146,312
-38,971
-21% -$874K ﹤0.01% 4099
2023
Q2 		$4.33M Buy
185,283
+33,585
+22% +$806K ﹤0.01% 3879
2023
Q1 		$3.53M Sell
151,698
-69,977
-32% -$1.75M ﹤0.01% 4063
2022
Q4 		$5.58M Buy
221,675
+2,879
+1% +$77.3K ﹤0.01% 3654
2022
Q3 		$5.77M Buy
218,796
+57,126
+35% +$1.76M ﹤0.01% 3554
2022
Q2 		$4.67M Sell
161,670
-28,540
-15% -$852K ﹤0.01% 3831
2022
Q1 		$6.55M Buy
190,210
+4,966
+3% +$175K ﹤0.01% 3383
2021
Q4 		$8.12M Buy
185,244
+112,689
+155% +$5.33M ﹤0.01% 3166
2021
Q3 		$3.68M Buy
72,555
+43,718
+152% +$2.28M ﹤0.01% 4042
2021
Q2 		$1.5M Buy
28,837
+19,802
+219% +$929K ﹤0.01% 4840
2021
Q1 		$413K Buy
9,035
+8,929
+8,424% +$436K ﹤0.01% 5261
2020
Q4 		$5K Buy
+106
New +$4.58K ﹤0.01% 6769

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley's IDNA Position: Q1 2026 in Review

Morgan Stanley increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 51% in Q1 2026, buying an estimated $920K and bringing the position to 94,211 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4539.

Morgan Stanley first reported a position in IDNA in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.12M in Q4 2021. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • Morgan Stanley held 94,211 shares of iShares Genomics Immunology and Healthcare ETF worth $2.74M as of Q1 2026.
  • Morgan Stanley bought 31,693 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $920K.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4539 holding.
  • Morgan Stanley first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2020 and has held it in 22 quarters since.
  • Morgan Stanley's iShares Genomics Immunology and Healthcare ETF position peaked at $8.12M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

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