Morgan Stanley
ILCG icon

Morgan Stanley’s iShares Morningstar Growth ETF ILCG Stock Holding History

Morgan Stanley’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104M Sell
1,090,222
-22,077
-2% -$2.24M 0.01% 1407
2025
Q4 		$116M Sell
1,112,299
-260,657
-19% -$27.2M 0.01% 1325
2025
Q3 		$143M Sell
1,372,956
-78,357
-5% -$7.87M 0.01% 1132
2025
Q2 		$141M Sell
1,451,313
-336
-0% -$29.2K 0.01% 1093
2025
Q1 		$118M Buy
1,451,649
+12,081
+0.8% +$1.07M 0.01% 1132
2024
Q4 		$129M Buy
1,439,568
+1,457
+0.1% +$129K 0.01% 1080
2024
Q3 		$121M Buy
1,438,111
+2,641
+0.2% +$214K 0.01% 1107
2024
Q2 		$117M Buy
1,435,470
+41,850
+3% +$3.2M 0.01% 1082
2024
Q1 		$105M Sell
1,393,620
-1,384,838
-50% -$99.8M 0.01% 1159
2023
Q4 		$188M Buy
2,778,458
+1,432,188
+106% +$90.6M 0.01% 1195
2023
Q3 		$80.3M Buy
1,346,270
+153,416
+13% +$9.54M 0.01% 1206
2023
Q2 		$74.4M Sell
1,192,854
-41,085
-3% -$2.36M 0.01% 1274
2023
Q1 		$68.3M Sell
1,233,939
-22,542
-2% -$1.18M 0.01% 1294
2022
Q4 		$61.2M Buy
1,256,481
+48,301
+4% +$2.42M 0.01% 1343
2022
Q3 		$58.3M Buy
1,208,180
+24,825
+2% +$1.34M 0.01% 1210
2022
Q2 		$59.3M Sell
1,183,355
-34,736
-3% -$1.93M 0.01% 1255
2022
Q1 		$79.2M Buy
1,218,091
+126,877
+12% +$8.1M 0.01% 1015
2021
Q4 		$78.4M Sell
1,091,214
-37,382
-3% -$2.63M 0.01% 1038
2021
Q3 		$74M Buy
1,128,596
+22,102
+2% +$1.49M 0.01% 1028
2021
Q2 		$71.7M Sell
1,106,494
-47,616
-4% -$2.92M 0.01% 1055
2021
Q1 		$66.6M Sell
1,154,110
-202,590
-15% -$11.9M 0.01% 979
2020
Q4 		$78.7M Buy
1,356,700
+35,550
+3% +$1.97M 0.01% 826
2020
Q3 		$70.7M Sell
1,321,150
-73,290
-5% -$3.78M 0.01% 740
2020
Q2 		$65.4M Buy
1,394,440
+423,045
+44% +$18.4M 0.01% 718
2020
Q1 		$36.1M Buy
971,395
+402,280
+71% +$16.8M 0.01% 900
2019
Q4 		$23.9M Sell
569,115
-162,220
-22% -$6.45M 0.01% 1506
2019
Q3 		$28M Buy
731,335
+86,815
+13% +$3.37M 0.01% 1241
2019
Q2 		$24.7M Sell
644,520
-168,545
-21% -$6.3M 0.01% 1328
2019
Q1 		$29.7M Sell
813,065
-176,350
-18% -$6.14M 0.01% 1152
2018
Q4 		$31.4M Sell
989,415
-7,890
-0.8% -$267K 0.01% 1098
2018
Q3 		$37.1M Buy
997,305
+187,525
+23% +$6.79M 0.01% 1158
2018
Q2 		$28.3M Sell
809,780
-10,450
-1% -$355K 0.01% 1317
2018
Q1 		$26.9M Sell
820,230
-8,310
-1% -$276K 0.01% 1398
2017
Q4 		$25.9M Sell
828,540
-26,550
-3% -$810K 0.01% 1445
2017
Q3 		$25M Buy
855,090
+45,055
+6% +$1.3M 0.01% 1402
2017
Q2 		$22.6M Buy
810,035
+74,930
+10% +$2.06M 0.01% 1424
2017
Q1 		$19.4M Buy
735,105
+161,735
+28% +$4.15M 0.01% 1603
2016
Q4 		$13.9M Buy
573,370
+103,845
+22% +$2.5M ﹤0.01% 1900
2016
Q3 		$11.4M Sell
469,525
-57,145
-11% -$1.39M ﹤0.01% 1893
2016
Q2 		$12.3M Sell
526,670
-27,790
-5% -$655K ﹤0.01% 1807
2016
Q1 		$13.1M Sell
554,460
-1,675
-0.3% -$37.7K 0.01% 1649
2015
Q4 		$13.4M Buy
556,135
+108,985
+24% +$2.64M ﹤0.01% 1743
2015
Q3 		$10M Buy
447,150
+52,385
+13% +$1.24M ﹤0.01% 1947
2015
Q2 		$9.37M Sell
394,765
-246,705
-38% -$5.92M ﹤0.01% 2176
2015
Q1 		$15.2M Buy
641,470
+187,130
+41% +$4.36M 0.01% 1683
2014
Q4 		$10.3M Buy
454,340
+68,920
+18% +$1.53M ﹤0.01% 2043
2014
Q3 		$8.39M Buy
385,420
+20,930
+6% +$454K ﹤0.01% 2189
2014
Q2 		$7.78M Sell
364,490
-95,930
-21% -$1.96M ﹤0.01% 2261
2014
Q1 		$9.17M Buy
460,420
+1,475
+0.3% +$29.5K ﹤0.01% 2025
2013
Q4 		$9.15M Buy
458,945
+3,165
+0.7% +$60K ﹤0.01% 2019
2013
Q3 		$8.18M Buy
455,780
+31,625
+7% +$553K ﹤0.01% 1948
2013
Q2 		$6.96M Buy
+424,155
New +$7.08M ﹤0.01% 2011

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Morgan Stanley's ILCG Position: Q1 2026 in Review

Morgan Stanley reduced its iShares Morningstar Growth ETF (ILCG) stake by 2% in Q1 2026, selling an estimated $2.24M and leaving 1,090,222 shares worth $104M. The position accounts for 0.01% of the portfolio, ranked #1407.

Morgan Stanley first reported a position in ILCG in Q2 2013 and has held it in 52 quarters since. The position peaked at $188M in Q4 2023. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Morgan Stanley held 1,090,222 shares of iShares Morningstar Growth ETF worth $104M as of Q1 2026.
  • Morgan Stanley sold 22,077 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $2.24M.
  • iShares Morningstar Growth ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1407 holding.
  • Morgan Stanley first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Morningstar Growth ETF position peaked at $188M in Q4 2023.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

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