Morgan Stanley’s NYLIM Candriam U.S. Mid Cap Equity ETF IQSM Stock Holding History

Morgan Stanley’s Portfolio IQSM Stock Details IQSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.84K	Buy	+222	New	+$8.35K	﹤0.01%	7082
2026 Q1	–	Sell	-100	Closed	-$3.46K	–	8397
2025 Q4	$3.46K	Buy	100 +87	+669%	+$2.98K	﹤0.01%	7132
2025 Q3	$441	Buy	+13	New	+$435	﹤0.01%	7513

Other funds holding IQSM

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley's IQSM Position: Q2 2026 in Review

Morgan Stanley opened a new position in NYLIM Candriam U.S. Mid Cap Equity ETF (IQSM) in Q2 2026: 222 shares worth $8.84K. The stake represents ﹤0.01% of the portfolio and ranks #7082 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in IQSM as recently as Q4 2025.

Morgan Stanley first reported a position in IQSM in Q3 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

Morgan Stanley held 222 shares of NYLIM Candriam U.S. Mid Cap Equity ETF worth $8.84K as of Q2 2026.
NYLIM Candriam U.S. Mid Cap Equity ETF was a new Morgan Stanley position in Q2 2026.
NYLIM Candriam U.S. Mid Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7082 holding.
Morgan Stanley first reported a position in NYLIM Candriam U.S. Mid Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Mid Cap Equity ETF as of Q2 2026.

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