Morgan Stanley’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $204M | Buy |
1,597,090
+56,542
| +4% | +$7.02M | 0.01% | 1033 |
|
|
2026
Q1 | $181M | Sell |
1,540,548
-10,808
| -0.7% | -$1.34M | 0.01% | 1018 |
|
|
2025
Q4 | $200M | Buy |
1,551,356
+578
| +0% | +$72.3K | 0.01% | 944 |
|
|
2025
Q3 | $196M | Buy |
1,550,778
+33,523
| +2% | +$4.15M | 0.01% | 942 |
|
|
2025
Q2 | $184M | Buy |
1,517,255
+115,359
| +8% | +$13M | 0.01% | 927 |
|
|
2025
Q1 | $158M | Buy |
1,401,896
+47,852
| +4% | +$5.48M | 0.01% | 976 |
|
|
2024
Q4 | $150M | Buy |
1,354,044
+70,534
| +5% | +$7.85M | 0.01% | 984 |
|
|
2024
Q3 | $133M | Buy |
1,283,510
+34,850
| +3% | +$3.5M | 0.01% | 1053 |
|
|
2024
Q2 | $118M | Buy |
1,248,660
+57,622
| +5% | +$5.4M | 0.01% | 1075 |
|
|
2024
Q1 | $114M | Buy |
1,191,038
+37,854
| +3% | +$3.37M | 0.01% | 1094 |
|
|
2023
Q4 | $98.5M | Sell |
1,153,184
-1,452
| -0.1% | -$113K | 0.01% | 1157 |
|
|
2023
Q3 | $86.3M | Sell |
1,154,636
-52,061
| -4% | -$4.01M | 0.01% | 1155 |
|
|
2023
Q2 | $90M | Sell |
1,206,697
-21,743
| -2% | -$1.57M | 0.01% | 1152 |
|
|
2023
Q1 | $87.4M | Sell |
1,228,440
-73,574
| -6% | -$5.66M | 0.01% | 1141 |
|
|
2022
Q4 | $98.3M | Sell |
1,302,014
-27,124
| -2% | -$2.03M | 0.01% | 1042 |
|
|
2022
Q3 | $89.8M | Buy |
1,329,138
+7,472
| +0.6% | +$550K | 0.01% | 955 |
|
|
2022
Q2 | $92.5M | Sell |
1,321,666
-125,176
| -9% | -$9.55M | 0.01% | 969 |
|
|
2022
Q1 | $122M | Sell |
1,446,842
-97,685
| -6% | -$8.41M | 0.02% | 750 |
|
|
2021
Q4 | $134M | Buy |
1,544,527
+103,763
| +7% | +$9.04M | 0.02% | 726 |
|
|
2021
Q3 | $119M | Sell |
1,440,764
-193,800
| -12% | -$16.1M | 0.02% | 748 |
|
|
2021
Q2 | $132M | Buy |
1,634,564
+199,710
| +14% | +$16.1M | 0.02% | 701 |
|
|
2021
Q1 | $107M | Buy |
1,434,854
+261,942
| +22% | +$18.6M | 0.02% | 732 |
|
|
2020
Q4 | $78.3M | Buy |
1,172,912
+159,756
| +16% | +$9.86M | 0.01% | 830 |
|
|
2020
Q3 | $57.5M | Sell |
1,013,156
-73,478
| -7% | -$4.22M | 0.01% | 839 |
|
|
2020
Q2 | $59.8M | Buy |
1,086,634
+17,120
| +2% | +$914K | 0.01% | 758 |
|
|
2020
Q1 | $52M | Buy |
1,069,514
+59,038
| +6% | +$3.74M | 0.01% | 723 |
|
|
2019
Q4 | $69.6M | Buy |
1,010,476
+55,302
| +6% | +$3.67M | 0.02% | 765 |
|
|
2019
Q3 | $61.5M | Sell |
955,174
-158,098
| -14% | -$10M | 0.02% | 753 |
|
|
2019
Q2 | $69.9M | Buy |
1,113,272
+145,986
| +15% | +$8.99M | 0.02% | 693 |
|
|
2019
Q1 | $57.1M | Sell |
967,286
-861,812
| -47% | -$50.1M | 0.02% | 772 |
|
|
2018
Q4 | $97.3M | Sell |
1,829,098
-2,536,896
| -58% | -$145M | 0.03% | 529 |
|
|
2018
Q3 | $265M | Buy |
4,365,994
+1,248,226
| +40% | +$76.5M | 0.07% | 290 |
|
|
2018
Q2 | $183M | Sell |
3,117,768
-888,462
| -22% | -$52.9M | 0.05% | 358 |
|
|
2018
Q1 | $236M | Buy |
4,006,230
+920
| +0% | +$55.8K | 0.07% | 295 |
|
|
2017
Q4 | $239M | Buy |
4,005,310
+413,566
| +12% | +$24M | 0.07% | 303 |
|
|
2017
Q3 | $201M | Buy |
3,591,744
+829,540
| +30% | +$45.2M | 0.06% | 310 |
|
|
2017
Q2 | $148M | Buy |
2,762,204
+11,374
| +0.4% | +$595K | 0.04% | 410 |
|
|
2017
Q1 | $143M | Buy |
2,750,830
+7,572
| +0.3% | +$395K | 0.04% | 424 |
|
|
2016
Q4 | $139M | Buy |
2,743,258
+1,358,872
| +98% | +$64.9M | 0.05% | 421 |
|
|
2016
Q3 | $62.3M | Buy |
1,384,386
+1,982
| +0.1% | +$88.8K | 0.02% | 735 |
|
|
2016
Q2 | $59.4M | Sell |
1,382,404
-8,398
| -0.6% | -$363K | 0.02% | 706 |
|
|
2016
Q1 | $58.8M | Buy |
1,390,802
+317,426
| +30% | +$12.9M | 0.02% | 670 |
|
|
2015
Q4 | $47.4M | Sell |
1,073,376
-180,620
| -14% | -$8.05M | 0.02% | 818 |
|
|
2015
Q3 | $52.7M | Buy |
1,253,996
+383,298
| +44% | +$17.1M | 0.02% | 760 |
|
|
2015
Q2 | $39.1M | Sell |
870,698
-1,280,268
| -60% | -$57.9M | 0.01% | 1009 |
|
|
2015
Q1 | $95.8M | Sell |
2,150,966
-294,834
| -12% | -$13.1M | 0.04% | 518 |
|
|
2014
Q4 | $110M | Buy |
2,445,800
+1,693,590
| +225% | +$73.6M | 0.04% | 473 |
|
|
2014
Q3 | $31.5M | Sell |
752,210
-783,030
| -51% | -$32.8M | 0.01% | 1103 |
|
|
2014
Q2 | $63.8M | Sell |
1,535,240
-87,970
| -5% | -$3.57M | 0.03% | 680 |
|
|
2014
Q1 | $66.4M | Sell |
1,623,210
-371,014
| -19% | -$14.8M | 0.03% | 623 |
|
|
2013
Q4 | $79.9M | Buy |
1,994,224
+1,011,182
| +103% | +$39M | 0.03% | 530 |
|
|
2013
Q3 | $36M | Sell |
983,042
-1,156,830
| -54% | -$42.9M | 0.02% | 837 |
|
|
2013
Q2 | $76.5M | Buy |
+2,139,872
| New | +$75.5M | 0.04% | 478 |
|
Other funds holding IYF
PF
PCH
Morgan Stanley's IYF Position: Q2 2026 in Review
Morgan Stanley increased its iShares US Financials ETF (IYF) stake by 3.7% in Q2 2026, buying an estimated $7.02M and bringing the position to 1,597,090 shares worth $204M. The position accounts for 0.01% of the portfolio, ranked #1033.
Morgan Stanley first reported a position in IYF in Q2 2013 and has held it in 53 quarters since. The position peaked at $265M in Q3 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.
- Morgan Stanley held 1,597,090 shares of iShares US Financials ETF worth $204M as of Q2 2026.
- Morgan Stanley bought 56,542 iShares US Financials ETF shares in Q2 2026, an estimated $7.02M.
- iShares US Financials ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1033 holding.
- Morgan Stanley first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's iShares US Financials ETF position peaked at $265M in Q3 2018.
- 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.