Morgan Stanley’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Morgan Stanley’s Portfolio IUS Stock Details IUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150K	Buy	2,288 +1,465	+178%	+$93K	﹤0.01%	6075
2026 Q1	$47.7K	Buy	823 +275	+50%	+$16.3K	﹤0.01%	6441
2025 Q4	$31.3K	Sell	548 -1	-0.2%	-$56	﹤0.01%	6566
2025 Q3	$30.3K	Buy	549 +1	+0.2%	+$53	﹤0.01%	6560
2025 Q2	$28.2K	Sell	548 -32	-6%	-$1.56K	﹤0.01%	6528
2025 Q1	$28.7K	Sell	580 -17	-3%	-$859	﹤0.01%	6446
2024 Q4	$29.7K	Sell	597 -7	-1%	-$355	﹤0.01%	6451
2024 Q3	$30.4K	Sell	604 -2,745	-82%	-$133K	﹤0.01%	6365
2024 Q2	$159K	Buy	3,349 +3,026	+937%	+$141K	﹤0.01%	5772
2024 Q1	$15.4K	Hold	323	–	–	﹤0.01%	6565
2023 Q4	$14K	Buy	+323	New	+$13.2K	﹤0.01%	6545
2023 Q3	–	Sell	-1	Closed	-$48	–	7661
2023 Q2	$48	Sell	1 -300	-100%	-$11.7K	﹤0.01%	7539
2023 Q1	$11.5K	Buy	301 +1	+0.3%	+$38	﹤0.01%	6834
2022 Q4	$11K	Buy	+300	New	+$10.9K	﹤0.01%	6896

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley's IUS Position: Q2 2026 in Review

Morgan Stanley increased its Invesco RAFI Strategic US ETF (IUS) stake by 178% in Q2 2026, buying an estimated $93K and bringing the position to 2,288 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #6075.

Morgan Stanley first reported a position in IUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $159K in Q2 2024. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Morgan Stanley held 2,288 shares of Invesco RAFI Strategic US ETF worth $150K as of Q2 2026.
Morgan Stanley bought 1,465 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $93K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6075 holding.
Morgan Stanley first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 14 quarters since.
Morgan Stanley's Invesco RAFI Strategic US ETF position peaked at $159K in Q2 2024.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

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