Morgan Stanley
IYE icon

Morgan Stanley’s iShares US Energy ETF IYE Stock Holding History

Morgan Stanley’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101M Sell
1,776,177
-27,867
-2% -$1.69M 0.01% 1556
2026
Q1 		$117M Sell
1,804,044
-5,829
-0.3% -$331K 0.01% 1303
2025
Q4 		$86M Sell
1,809,873
-93,613
-5% -$4.43M 0.01% 1577
2025
Q3 		$90.5M Sell
1,903,486
-97,484
-5% -$4.54M 0.01% 1484
2025
Q2 		$90.5M Sell
2,000,970
-113,006
-5% -$4.99M 0.01% 1403
2025
Q1 		$104M Buy
2,113,976
+6,013
+0.3% +$287K 0.01% 1229
2024
Q4 		$96.1M Buy
2,107,963
+134,503
+7% +$6.45M 0.01% 1278
2024
Q3 		$91.5M Sell
1,973,460
-55,759
-3% -$2.63M 0.01% 1313
2024
Q2 		$97.4M Sell
2,029,219
-16,165
-0.8% -$789K 0.01% 1198
2024
Q1 		$101M Sell
2,045,384
-2,241,032
-52% -$101M 0.01% 1182
2023
Q4 		$189M Buy
4,286,416
+1,984,125
+86% +$89.1M 0.01% 1193
2023
Q3 		$109M Buy
2,302,291
+11,634
+0.5% +$537K 0.01% 1006
2023
Q2 		$98.1M Buy
2,290,657
+3,295
+0.1% +$141K 0.01% 1105
2023
Q1 		$100M Sell
2,287,362
-767,334
-25% -$34.7M 0.01% 1058
2022
Q4 		$142M Sell
3,054,696
-128,946
-4% -$6.03M 0.02% 830
2022
Q3 		$125M Sell
3,183,642
-1,116,037
-26% -$45.8M 0.02% 781
2022
Q2 		$164M Sell
4,299,679
-1,477,178
-26% -$62.7M 0.02% 679
2022
Q1 		$236M Buy
5,776,857
+545,123
+10% +$20.1M 0.03% 474
2021
Q4 		$157M Sell
5,231,734
-134,115
-2% -$4.13M 0.02% 657
2021
Q3 		$152M Sell
5,365,849
-1,126,742
-17% -$30.3M 0.02% 634
2021
Q2 		$189M Buy
6,492,591
+1,666,906
+35% +$46.4M 0.02% 565
2021
Q1 		$127M Buy
4,825,685
+2,929,924
+155% +$72.1M 0.02% 657
2020
Q4 		$38.4M Buy
1,895,761
+440,964
+30% +$8.1M 0.01% 1299
2020
Q3 		$23.2M Sell
1,454,797
-98,759
-6% -$1.87M ﹤0.01% 1364
2020
Q2 		$31.1M Buy
1,553,556
+537,404
+53% +$10.5M 0.01% 1116
2020
Q1 		$15.6M Buy
1,016,152
+68,189
+7% +$1.72M ﹤0.01% 1465
2019
Q4 		$30.4M Buy
947,963
+41,246
+5% +$1.3M 0.01% 1288
2019
Q3 		$28.8M Sell
906,717
-58,729
-6% -$1.91M 0.01% 1217
2019
Q2 		$33.2M Sell
965,446
-177,868
-16% -$6.17M 0.01% 1110
2019
Q1 		$41.2M Sell
1,143,314
-320,300
-22% -$11.2M 0.01% 952
2018
Q4 		$45.6M Sell
1,463,614
-55,394
-4% -$2.04M 0.01% 861
2018
Q3 		$63.7M Sell
1,519,008
-64,618
-4% -$2.67M 0.02% 804
2018
Q2 		$66.4M Buy
1,583,626
+355,944
+29% +$14.5M 0.02% 761
2018
Q1 		$45.4M Sell
1,227,682
-793,160
-39% -$30.8M 0.01% 983
2017
Q4 		$80.1M Buy
2,020,842
+614,693
+44% +$23.2M 0.02% 681
2017
Q3 		$52.6M Sell
1,406,149
-223,310
-14% -$7.94M 0.02% 873
2017
Q2 		$57.8M Buy
1,629,459
+614,119
+60% +$22.7M 0.02% 830
2017
Q1 		$39.1M Sell
1,015,340
-71,828
-7% -$2.86M 0.01% 1061
2016
Q4 		$45.2M Buy
1,087,168
+34,674
+3% +$1.38M 0.01% 946
2016
Q3 		$41M Sell
1,052,494
-100,948
-9% -$3.85M 0.01% 960
2016
Q2 		$44.2M Sell
1,153,442
-132,992
-10% -$4.93M 0.02% 861
2016
Q1 		$44.7M Buy
1,286,434
+225,743
+21% +$7.36M 0.02% 814
2015
Q4 		$35.9M Buy
1,060,691
+45,509
+4% +$1.68M 0.01% 997
2015
Q3 		$34.8M Buy
1,015,182
+152,351
+18% +$5.76M 0.01% 1006
2015
Q2 		$36.6M Buy
862,831
+94,027
+12% +$4.22M 0.01% 1048
2015
Q1 		$33.5M Sell
768,804
-95,123
-11% -$4.17M 0.01% 1081
2014
Q4 		$38.7M Buy
863,927
+388,003
+82% +$18.3M 0.01% 1003
2014
Q3 		$24.5M Buy
475,924
+8,906
+2% +$490K 0.01% 1277
2014
Q2 		$26.5M Buy
467,018
+54,411
+13% +$2.93M 0.01% 1202
2014
Q1 		$21M Sell
412,607
-132,465
-24% -$6.51M 0.01% 1328
2013
Q4 		$27.5M Buy
545,072
+18,709
+4% +$917K 0.01% 1112
2013
Q3 		$24.8M Buy
526,363
+10,625
+2% +$497K 0.01% 1067
2013
Q2 		$23M Buy
+515,738
New +$23.3M 0.01% 1087

Other funds holding IYE

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Morgan Stanley's IYE Position: Q2 2026 in Review

Morgan Stanley reduced its iShares US Energy ETF (IYE) stake by 1.5% in Q2 2026, selling an estimated $1.69M and leaving 1,776,177 shares worth $101M. The position accounts for 0.01% of the portfolio, ranked #1556.

Morgan Stanley first reported a position in IYE in Q2 2013 and has held it in 53 quarters since. The position peaked at $236M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Morgan Stanley held 1,776,177 shares of iShares US Energy ETF worth $101M as of Q2 2026.
  • Morgan Stanley sold 27,867 iShares US Energy ETF shares in Q2 2026, an estimated $1.69M.
  • iShares US Energy ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1556 holding.
  • Morgan Stanley first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's iShares US Energy ETF position peaked at $236M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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