Morgan Stanley’s iShares US Consumer Focused ETF IEDI Stock Holding History

Morgan Stanley’s Portfolio IEDI Stock Details IEDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329	Sell	6 -1	-14%	-$55	﹤0.01%	7769
2026 Q1	$396	Sell	7 -200	-97%	-$11.3K	﹤0.01%	7642
2025 Q4	$11.4K	Buy	207 +1	+0.5%	+$55	﹤0.01%	6861
2025 Q3	$11.6K	Buy	206 +6	+3%	+$337	﹤0.01%	6864
2025 Q2	$11K	Sell	200 -1	-0.5%	-$52	﹤0.01%	6832
2025 Q1	$10.3K	Hold	201	–	–	﹤0.01%	6790
2024 Q4	$10.8K	Hold	201	–	–	﹤0.01%	6778
2024 Q3	$10.5K	Buy	+201	New	+$9.9K	﹤0.01%	6706
2024 Q2	–	Sell	-1	Closed	-$69	–	7906
2024 Q1	$69	Buy	+1	New	+$47	﹤0.01%	7419
2023 Q4	–	Sell	-13	Closed	-$529	–	7863
2023 Q3	$529	Buy	+13	New	+$526	﹤0.01%	7302
2018 Q4	–	Sell	-55	Closed	-$2K	–	6647
2018 Q3	$2K	Buy	+55	New	+$1.52K	﹤0.01%	6572

Other funds holding IEDI

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CRI

Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Morgan Stanley's IEDI Position: Q2 2026 in Review

Morgan Stanley reduced its iShares US Consumer Focused ETF (IEDI) stake by 14% in Q2 2026, selling an estimated $55 and leaving 6 shares worth $329. The position accounts for ﹤0.01% of the portfolio, ranked #7769.

Morgan Stanley first reported a position in IEDI in Q3 2018 and has held it in 11 quarters since. The position peaked at $11.6K in Q3 2025. 18 funds tracked by Wall St. Rank hold IEDI as of Q2 2026.

Morgan Stanley held 6 shares of iShares US Consumer Focused ETF worth $329 as of Q2 2026.
Morgan Stanley sold 1 iShares US Consumer Focused ETF share in Q2 2026, an estimated $55.
iShares US Consumer Focused ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7769 holding.
Morgan Stanley first reported a position in iShares US Consumer Focused ETF in Q3 2018 and has held it in 11 quarters since.
Morgan Stanley's iShares US Consumer Focused ETF position peaked at $11.6K in Q3 2025.
18 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2026.

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