Morgan Stanley
IQSU icon

Morgan Stanley’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Morgan Stanley’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Sell
1,733
-55
-3% -$3.23K ﹤0.01% 6215
2026
Q1 		$91.6K Buy
1,788
+5
+0.3% +$271 ﹤0.01% 6202
2025
Q4 		$97.6K Sell
1,783
-36
-2% -$1.95K ﹤0.01% 6212
2025
Q3 		$96.8K Sell
1,819
-4,986
-73% -$254K ﹤0.01% 6169
2025
Q2 		$337K Buy
6,805
+3,405
+100% +$158K ﹤0.01% 5640
2025
Q1 		$154K Sell
3,400
-37
-1% -$1.78K ﹤0.01% 5839
2024
Q4 		$166K Buy
3,437
+1,400
+69% +$68.3K ﹤0.01% 5858
2024
Q3 		$97.5K Sell
2,037
-1
-0% -$46 ﹤0.01% 6019
2024
Q2 		$92.7K Sell
2,038
-115
-5% -$5.07K ﹤0.01% 5989
2024
Q1 		$95.5K Buy
2,153
+268
+14% +$11.5K ﹤0.01% 6009
2023
Q4 		$79.2K Buy
1,885
+8
+0.4% +$314 ﹤0.01% 6029
2023
Q3 		$70.2K Sell
1,877
-656
-26% -$25.5K ﹤0.01% 6026
2023
Q2 		$98.3K Buy
2,533
+815
+47% +$29.6K ﹤0.01% 5962
2023
Q1 		$60.6K Buy
1,718
+1,021
+146% +$34.6K ﹤0.01% 6210
2022
Q4 		$22.3K Hold
697
– – ﹤0.01% 6646
2022
Q3 		$21K Buy
697
+37
+6% +$1.27K ﹤0.01% 6771
2022
Q2 		$21K Buy
660
+160
+32% +$5.63K ﹤0.01% 6961
2022
Q1 		$20K Hold
500
– – ﹤0.01% 7148
2021
Q4 		$21K Buy
+500
New +$20K ﹤0.01% 7201

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley's IQSU Position: Q2 2026 in Review

Morgan Stanley reduced its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 3.1% in Q2 2026, selling an estimated $3.23K and leaving 1,733 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #6215.

Morgan Stanley first reported a position in IQSU in Q4 2021 and has held it in 19 quarters since. The position peaked at $337K in Q2 2025. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

  • Morgan Stanley held 1,733 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $109K as of Q2 2026.
  • Morgan Stanley sold 55 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $3.23K.
  • NYLIM Candriam U.S. Large Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6215 holding.
  • Morgan Stanley first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $337K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

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