Morgan Stanley’s NYLIM Winslow Focused Large Cap Growth ETF IWFG Stock Holding History

Morgan Stanley’s Portfolio IWFG Stock Details IWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54	Hold	1	–	–	﹤0.01%	8076
2026 Q1	$46	Hold	1	–	–	﹤0.01%	7981
2025 Q4	$53	Hold	1	–	–	﹤0.01%	7834
2025 Q3	$64	Buy	+1	New	+$53	﹤0.01%	7772

Other funds holding IWFG

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley's IWFG Position: Q2 2026 in Review

Morgan Stanley held its NYLIM Winslow Focused Large Cap Growth ETF (IWFG) position steady in Q2 2026 at 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #8076.

Morgan Stanley first reported a position in IWFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $64 in Q3 2025. 5 funds tracked by Wall St. Rank hold IWFG as of Q2 2026.

Morgan Stanley held 1 share of NYLIM Winslow Focused Large Cap Growth ETF worth $54 as of Q2 2026.
Morgan Stanley left its NYLIM Winslow Focused Large Cap Growth ETF share count unchanged in Q2 2026.
NYLIM Winslow Focused Large Cap Growth ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8076 holding.
Morgan Stanley first reported a position in NYLIM Winslow Focused Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Morgan Stanley's NYLIM Winslow Focused Large Cap Growth ETF position peaked at $64 in Q3 2025.
5 funds tracked by Wall St. Rank held NYLIM Winslow Focused Large Cap Growth ETF as of Q2 2026.

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