Morgan Stanley
ISCG icon

Morgan Stanley’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Morgan Stanley’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Buy
260,124
+43,886
+20% +$2.52M ﹤0.01% 3264
2025
Q4 		$12M Sell
216,238
-19,638
-8% -$1.09M ﹤0.01% 3444
2025
Q3 		$12.8M Sell
235,876
-18,092
-7% -$943K ﹤0.01% 3319
2025
Q2 		$12.6M Sell
253,968
-99,093
-28% -$4.57M ﹤0.01% 3230
2025
Q1 		$15.9M Buy
353,061
+5,103
+1% +$250K ﹤0.01% 2922
2024
Q4 		$17.2M Buy
347,958
+9,370
+3% +$477K ﹤0.01% 2904
2024
Q3 		$16.6M Buy
338,588
+82,999
+32% +$3.9M ﹤0.01% 2979
2024
Q2 		$11.6M Sell
255,589
-94,689
-27% -$4.26M ﹤0.01% 3199
2024
Q1 		$16.3M Sell
350,278
-363,468
-51% -$16.1M ﹤0.01% 2916
2023
Q4 		$31.4M Buy
713,746
+308,586
+76% +$12.1M ﹤0.01% 2924
2023
Q3 		$15.7M Buy
405,160
+62,243
+18% +$2.56M ﹤0.01% 2703
2023
Q2 		$14.2M Buy
342,917
+6,569
+2% +$257K ﹤0.01% 2835
2023
Q1 		$13.1M Sell
336,348
-9,291
-3% -$362K ﹤0.01% 2883
2022
Q4 		$12.5M Buy
345,639
+59,710
+21% +$2.19M ﹤0.01% 2853
2022
Q3 		$9.91M Buy
285,929
+4,411
+2% +$169K ﹤0.01% 2995
2022
Q2 		$9.94M Buy
281,518
+27,895
+11% +$1.08M ﹤0.01% 3069
2022
Q1 		$11.2M Sell
253,623
-15,054
-6% -$660K ﹤0.01% 2786
2021
Q4 		$13.3M Buy
268,677
+32,229
+14% +$1.63M ﹤0.01% 2603
2021
Q3 		$11.6M Sell
236,448
-7,871
-3% -$397K ﹤0.01% 2711
2021
Q2 		$12.7M Sell
244,319
-757,501
-76% -$38.4M ﹤0.01% 2706
2021
Q1 		$50.2M Buy
1,001,820
+68,712
+7% +$3.67M 0.01% 1172
2020
Q4 		$47.2M Buy
933,108
+716,820
+331% +$32.5M 0.01% 1140
2020
Q3 		$8.56M Sell
216,288
-60,804
-22% -$2.36M ﹤0.01% 2164
2020
Q2 		$10.2M Buy
277,092
+67,020
+32% +$2.21M ﹤0.01% 1944
2020
Q1 		$5.82M Buy
210,072
+26,250
+14% +$875K ﹤0.01% 2309
2019
Q4 		$6.49M Sell
183,822
-179,826
-49% -$6.1M ﹤0.01% 2899
2019
Q3 		$11.8M Buy
363,648
+12,678
+4% +$429K ﹤0.01% 1952
2019
Q2 		$11.9M Buy
350,970
+1,284
+0.4% +$42.9K ﹤0.01% 1967
2019
Q1 		$11.6M Buy
349,686
+208,704
+148% +$6.64M ﹤0.01% 1891
2018
Q4 		$3.91M Buy
140,982
+8,958
+7% +$275K ﹤0.01% 3176
2018
Q3 		$4.68M Sell
132,024
-34,494
-21% -$1.2M ﹤0.01% 3251
2018
Q2 		$5.51M Buy
166,518
+21,396
+15% +$688K ﹤0.01% 3039
2018
Q1 		$4.49M Sell
145,122
-1,662
-1% -$51K ﹤0.01% 3138
2017
Q4 		$4.39M Buy
146,784
+6,000
+4% +$175K ﹤0.01% 3250
2017
Q3 		$3.98M Sell
140,784
-5,610
-4% -$152K ﹤0.01% 3217
2017
Q2 		$3.93M Buy
146,394
+2,340
+2% +$61.1K ﹤0.01% 3129
2017
Q1 		$3.67M Sell
144,054
-2,442
-2% -$61.3K ﹤0.01% 3205
2016
Q4 		$3.53M Buy
146,496
+32,694
+29% +$777K ﹤0.01% 3346
2016
Q3 		$2.73M Buy
113,802
+17,154
+18% +$406K ﹤0.01% 3230
2016
Q2 		$2.16M Sell
96,648
-22,350
-19% -$490K ﹤0.01% 3361
2016
Q1 		$2.55M Buy
118,998
+1,464
+1% +$29.3K ﹤0.01% 3150
2015
Q4 		$2.64M Buy
117,534
+30,192
+35% +$684K ﹤0.01% 3246
2015
Q3 		$1.87M Sell
87,342
-37,578
-30% -$877K ﹤0.01% 3576
2015
Q2 		$3.02M Sell
124,920
-1,062
-0.8% -$25.6K ﹤0.01% 3241
2015
Q1 		$3.03M Sell
125,982
-122,196
-49% -$2.82M ﹤0.01% 3189
2014
Q4 		$5.59M Buy
248,178
+101,430
+69% +$2.19M ﹤0.01% 2622
2014
Q3 		$3.08M Buy
146,748
+714
+0.5% +$15.4K ﹤0.01% 3086
2014
Q2 		$3.27M Buy
146,034
+22,956
+19% +$488K ﹤0.01% 3069
2014
Q1 		$2.68M Sell
123,078
-3,690
-3% -$81K ﹤0.01% 3167
2013
Q4 		$2.8M Sell
126,768
-26,460
-17% -$561K ﹤0.01% 3113
2013
Q3 		$3.15M Buy
153,228
+12,888
+9% +$253K ﹤0.01% 2863
2013
Q2 		$2.55M Buy
+140,340
New +$2.47M ﹤0.01% 2954

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Morgan Stanley's ISCG Position: Q1 2026 in Review

Morgan Stanley increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 20% in Q1 2026, buying an estimated $2.52M and bringing the position to 260,124 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Morgan Stanley first reported a position in ISCG in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.2M in Q1 2021. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Morgan Stanley held 260,124 shares of iShares Morningstar Small-Cap Growth ETF worth $14.3M as of Q1 2026.
  • Morgan Stanley bought 43,886 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $2.52M.
  • iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3264 holding.
  • Morgan Stanley first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares Morningstar Small-Cap Growth ETF position peaked at $50.2M in Q1 2021.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

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