Morgan Stanley
IQSM icon

Morgan Stanley’s IQ Candriam US 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
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 $11.8B AUM 23.45% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's IQSM Position: Q1 2026 in Review

Morgan Stanley sold out of IQ Candriam US Mid Cap Equity ETF (IQSM) in Q1 2026, closing a stake of 100 shares — an estimated $3.46K sold.

Morgan Stanley first reported a position in IQSM in Q3 2025 and held it in 2 quarters. The position peaked at $3.46K in Q4 2025. 6 funds tracked by Wall St. Rank hold IQSM as of Q1 2026.

  • Morgan Stanley reported no remaining IQ Candriam US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 100 IQ Candriam US Mid Cap Equity ETF shares in Q1 2026, an estimated $3.46K.
  • Morgan Stanley first reported a position in IQ Candriam US Mid Cap Equity ETF in Q3 2025 and held it in 2 quarters.
  • Morgan Stanley's IQ Candriam US Mid Cap Equity ETF position peaked at $3.46K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held IQ Candriam US Mid Cap Equity ETF as of Q1 2026.

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