Morgan Stanley’s iShares MSCI Intl Size Factor ETF ISZE Stock Holding History

Morgan Stanley’s Portfolio ISZE Stock Details ISZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-26,383	Closed	-$822K	–	8164
2021 Q3	$822K	Sell	26,383 -42,687	-62%	-$1.36M	﹤0.01%	5178
2021 Q2	$2.18M	Buy	+69,070	New	+$2.21M	﹤0.01%	4562

Other funds holding ISZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's ISZE Position: Q4 2021 in Review

Morgan Stanley sold out of iShares MSCI Intl Size Factor ETF (ISZE) in Q4 2021, closing a stake of 26,383 shares — an estimated $822K sold.

Morgan Stanley first reported a position in ISZE in Q2 2021 and held it in 2 quarters. The position peaked at $2.18M in Q2 2021. 7 funds tracked by Wall St. Rank hold ISZE as of Q4 2021.

Morgan Stanley reported no remaining iShares MSCI Intl Size Factor ETF position as of Q4 2021 after selling out during the quarter.
Morgan Stanley sold 26,383 iShares MSCI Intl Size Factor ETF shares in Q4 2021, an estimated $822K.
Morgan Stanley first reported a position in iShares MSCI Intl Size Factor ETF in Q2 2021 and held it in 2 quarters.
Morgan Stanley's iShares MSCI Intl Size Factor ETF position peaked at $2.18M in Q2 2021.
7 funds tracked by Wall St. Rank held iShares MSCI Intl Size Factor ETF as of Q4 2021.

Based on Morgan Stanley's 13F filing for Q4 2021, filed 14 Feb 2022.