Morgan Stanley
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Morgan Stanley’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Morgan Stanley’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.1M Sell
490,382
-57,104
-10% -$5.37M ﹤0.01% 2231
2025
Q4 		$51.7M Buy
547,486
+6,034
+1% +$565K ﹤0.01% 2050
2025
Q3 		$50M Buy
541,452
+15,296
+3% +$1.36M ﹤0.01% 2006
2025
Q2 		$45.1M Buy
526,156
+8,207
+2% +$650K ﹤0.01% 2017
2025
Q1 		$40M Buy
517,949
+18,700
+4% +$1.52M ﹤0.01% 2015
2024
Q4 		$40.5M Sell
499,249
-9,790
-2% -$799K ﹤0.01% 2029
2024
Q3 		$40.3M Buy
509,039
+35,827
+8% +$2.74M ﹤0.01% 2052
2024
Q2 		$35.6M Buy
473,212
+35,664
+8% +$2.58M ﹤0.01% 2071
2024
Q1 		$31.7M Sell
437,548
-384,070
-47% -$26.5M ﹤0.01% 2190
2023
Q4 		$54M Buy
821,618
+419,839
+104% +$25.8M ﹤0.01% 2364
2023
Q3 		$23.7M Sell
401,779
-9,256
-2% -$568K ﹤0.01% 2276
2023
Q2 		$25.1M Buy
411,035
+2,960
+0.7% +$171K ﹤0.01% 2241
2023
Q1 		$23M Sell
408,075
-11,548
-3% -$635K ﹤0.01% 2272
2022
Q4 		$22.1M Buy
419,623
+982
+0.2% +$52K ﹤0.01% 2240
2022
Q3 		$20.7M Buy
418,641
+3,691
+0.9% +$203K ﹤0.01% 2153
2022
Q2 		$21.6M Buy
414,950
+30,917
+8% +$1.75M ﹤0.01% 2211
2022
Q1 		$24.1M Buy
384,033
+50,831
+15% +$3.15M ﹤0.01% 1924
2021
Q4 		$22.1M Buy
333,202
+7,786
+2% +$503K ﹤0.01% 2046
2021
Q3 		$19.8M Sell
325,416
-35,179
-10% -$2.2M ﹤0.01% 2097
2021
Q2 		$21.9M Buy
360,595
+1,439
+0.4% +$84.9K ﹤0.01% 2046
2021
Q1 		$20.1M Sell
359,156
-15,108
-4% -$830K ﹤0.01% 1905
2020
Q4 		$20.3M Sell
374,264
-17,216
-4% -$881K ﹤0.01% 1799
2020
Q3 		$19.1M Sell
391,480
-1,692
-0.4% -$80.7K ﹤0.01% 1525
2020
Q2 		$17.2M Sell
393,172
-6,272
-2% -$259K ﹤0.01% 1526
2020
Q1 		$14.6M Buy
399,444
+146,344
+58% +$6.41M ﹤0.01% 1500
2019
Q4 		$11.7M Buy
253,100
+1,768
+0.7% +$77.5K ﹤0.01% 2245
2019
Q3 		$10.6M Sell
251,332
-5,712
-2% -$238K ﹤0.01% 2067
2019
Q2 		$10.6M Sell
257,044
-4,084
-2% -$167K ﹤0.01% 2096
2019
Q1 		$10.4M Sell
261,128
-18,304
-7% -$703K ﹤0.01% 2004
2018
Q4 		$9.96M Sell
279,432
-12,440
-4% -$485K ﹤0.01% 2132
2018
Q3 		$12.3M Sell
291,872
-6,924
-2% -$283K ﹤0.01% 2203
2018
Q2 		$11.5M Sell
298,796
-9,264
-3% -$360K ﹤0.01% 2213
2018
Q1 		$11.8M Sell
308,060
-55,364
-15% -$2.22M ﹤0.01% 2179
2017
Q4 		$14.4M Sell
363,424
-65,576
-15% -$2.55M ﹤0.01% 2012
2017
Q3 		$16.2M Sell
429,000
-24,324
-5% -$905K ﹤0.01% 1777
2017
Q2 		$16.6M Buy
453,324
+230,900
+104% +$8.35M 0.01% 1685
2017
Q1 		$7.89M Buy
222,424
+1,440
+0.7% +$50K ﹤0.01% 2433
2016
Q4 		$7.33M Buy
220,984
+48,328
+28% +$1.57M ﹤0.01% 2593
2016
Q3 		$5.54M Buy
172,656
+1,860
+1% +$59.3K ﹤0.01% 2562
2016
Q2 		$5.24M Sell
170,796
-63,396
-27% -$1.92M ﹤0.01% 2575
2016
Q1 		$6.97M Buy
234,192
+33,748
+17% +$959K ﹤0.01% 2195
2015
Q4 		$5.97M Sell
200,444
-58,764
-23% -$1.76M ﹤0.01% 2493
2015
Q3 		$7.25M Sell
259,208
-3,424
-1% -$102K ﹤0.01% 2289
2015
Q2 		$7.93M Sell
262,632
-71,404
-21% -$2.21M ﹤0.01% 2346
2015
Q1 		$10.1M Buy
334,036
+30,256
+10% +$926K ﹤0.01% 2046
2014
Q4 		$9.38M Buy
303,780
+91,780
+43% +$2.75M ﹤0.01% 2133
2014
Q3 		$6.11M Sell
212,000
-18,624
-8% -$536K ﹤0.01% 2461
2014
Q2 		$6.56M Buy
230,624
+3,988
+2% +$111K ﹤0.01% 2417
2014
Q1 		$6.27M Buy
226,636
+32,500
+17% +$871K ﹤0.01% 2363
2013
Q4 		$5.23M Buy
194,136
+51,472
+36% +$1.34M ﹤0.01% 2517
2013
Q3 		$3.54M Buy
142,664
+65,176
+84% +$1.62M ﹤0.01% 2755
2013
Q2 		$1.87M Buy
+77,488
New +$1.86M ﹤0.01% 3210

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley's ILCB Position: Q1 2026 in Review

Morgan Stanley reduced its iShares Morningstar US Equity ETF (ILCB) stake by 10% in Q1 2026, selling an estimated $5.37M and leaving 490,382 shares worth $44.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Morgan Stanley first reported a position in ILCB in Q2 2013 and has held it in 52 quarters since. The position peaked at $54M in Q4 2023. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Morgan Stanley held 490,382 shares of iShares Morningstar US Equity ETF worth $44.1M as of Q1 2026.
  • Morgan Stanley sold 57,104 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $5.37M.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2231 holding.
  • Morgan Stanley first reported a position in iShares Morningstar US Equity ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Morningstar US Equity ETF position peaked at $54M in Q4 2023.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

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