Morgan Stanley’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $98.5M | Buy |
1,088,602
+54,213
| +5% | +$4.76M | 0.01% | 1578 |
|
|
2026
Q1 | $85.7M | Sell |
1,034,389
-45,460
| -4% | -$3.99M | 0.01% | 1576 |
|
|
2025
Q4 | $99.6M | Buy |
1,079,849
+4,054
| +0.4% | +$362K | 0.01% | 1449 |
|
|
2025
Q3 | $96.4M | Buy |
1,075,795
+14,438
| +1% | +$1.27M | 0.01% | 1433 |
|
|
2025
Q2 | $90.9M | Buy |
1,061,357
+108,142
| +11% | +$8.58M | 0.01% | 1401 |
|
|
2025
Q1 | $74.9M | Buy |
953,215
+42,752
| +5% | +$3.44M | 0.01% | 1468 |
|
|
2024
Q4 | $70.8M | Sell |
910,463
-70,972
| -7% | -$5.47M | 0.01% | 1515 |
|
|
2024
Q3 | $69.7M | Buy |
981,435
+28,613
| +3% | +$1.97M | 0.01% | 1536 |
|
|
2024
Q2 | $62.1M | Sell |
952,822
-9,514
| -1% | -$618K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $63.8M | Sell |
962,336
-1,054,132
| -52% | -$65.5M | 0.01% | 1530 |
|
|
2023
Q4 | $120M | Buy |
2,016,468
+981,510
| +95% | +$52.8M | 0.01% | 1538 |
|
|
2023
Q3 | $53.3M | Sell |
1,034,958
-84,075
| -8% | -$4.55M | 0.01% | 1510 |
|
|
2023
Q2 | $58.9M | Sell |
1,119,033
-103,743
| -8% | -$5.26M | 0.01% | 1445 |
|
|
2023
Q1 | $61.5M | Sell |
1,222,776
-99,396
| -8% | -$5.42M | 0.01% | 1367 |
|
|
2022
Q4 | $69.4M | Sell |
1,322,172
-46,581
| -3% | -$2.44M | 0.01% | 1256 |
|
|
2022
Q3 | $64.4M | Sell |
1,368,753
-15,363
| -1% | -$806K | 0.01% | 1146 |
|
|
2022
Q2 | $68.4M | Sell |
1,384,116
-55,503
| -4% | -$3.01M | 0.01% | 1167 |
|
|
2022
Q1 | $86.5M | Sell |
1,439,619
-347,274
| -19% | -$21.9M | 0.01% | 954 |
|
|
2021
Q4 | $115M | Buy |
1,786,893
+156,057
| +10% | +$10.2M | 0.01% | 812 |
|
|
2021
Q3 | $102M | Buy |
1,630,836
+22,050
| +1% | +$1.38M | 0.01% | 837 |
|
|
2021
Q2 | $99.3M | Buy |
1,608,786
+156,723
| +11% | +$9.57M | 0.01% | 848 |
|
|
2021
Q1 | $82.9M | Buy |
1,452,063
+115,053
| +9% | +$6.23M | 0.01% | 867 |
|
|
2020
Q4 | $66.9M | Sell |
1,337,010
-935,964
| -41% | -$42.2M | 0.01% | 914 |
|
|
2020
Q3 | $92.4M | Sell |
2,272,974
-330,681
| -13% | -$13.6M | 0.02% | 617 |
|
|
2020
Q2 | $104M | Buy |
2,603,655
+775,215
| +42% | +$29.8M | 0.02% | 539 |
|
|
2020
Q1 | $62.6M | Buy |
1,828,440
+813,330
| +80% | +$37.1M | 0.02% | 651 |
|
|
2019
Q4 | $51.4M | Sell |
1,015,110
-48,897
| -5% | -$2.35M | 0.01% | 915 |
|
|
2019
Q3 | $48.4M | Sell |
1,064,007
-52,428
| -5% | -$2.36M | 0.01% | 877 |
|
|
2019
Q2 | $49.8M | Sell |
1,116,435
-31,305
| -3% | -$1.37M | 0.01% | 854 |
|
|
2019
Q1 | $47.8M | Sell |
1,147,740
-153,717
| -12% | -$6.37M | 0.01% | 864 |
|
|
2018
Q4 | $48.7M | Sell |
1,301,457
-299,697
| -19% | -$12.4M | 0.01% | 828 |
|
|
2018
Q3 | $71.1M | Buy |
1,601,154
+127,359
| +9% | +$5.76M | 0.02% | 755 |
|
|
2018
Q2 | $63.7M | Sell |
1,473,795
-144,171
| -9% | -$6.39M | 0.02% | 782 |
|
|
2018
Q1 | $70.6M | Buy |
1,617,966
+37,194
| +2% | +$1.69M | 0.02% | 743 |
|
|
2017
Q4 | $68.7M | Buy |
1,580,772
+71,457
| +5% | +$2.98M | 0.02% | 753 |
|
|
2017
Q3 | $60.3M | Sell |
1,509,315
-44,895
| -3% | -$1.72M | 0.02% | 802 |
|
|
2017
Q2 | $58.7M | Sell |
1,554,210
-87,459
| -5% | -$3.18M | 0.02% | 824 |
|
|
2017
Q1 | $59.7M | Buy |
1,641,669
+263,541
| +19% | +$9.67M | 0.02% | 815 |
|
|
2016
Q4 | $48.8M | Sell |
1,378,128
-32,994
| -2% | -$1.08M | 0.02% | 894 |
|
|
2016
Q3 | $41.3M | Buy |
1,411,122
+145,578
| +12% | +$4.19M | 0.01% | 958 |
|
|
2016
Q2 | $34M | Buy |
1,265,544
+57,891
| +5% | +$1.62M | 0.01% | 1037 |
|
|
2016
Q1 | $32.7M | Sell |
1,207,653
-417,480
| -26% | -$11M | 0.01% | 1004 |
|
|
2015
Q4 | $48.7M | Buy |
1,625,133
+162,462
| +11% | +$4.93M | 0.02% | 795 |
|
|
2015
Q3 | $41.7M | Buy |
1,462,671
+270,990
| +23% | +$8.31M | 0.02% | 896 |
|
|
2015
Q2 | $37.3M | Sell |
1,191,681
-353,313
| -23% | -$11M | 0.01% | 1037 |
|
|
2015
Q1 | $46.1M | Sell |
1,544,994
-509,046
| -25% | -$15.1M | 0.02% | 897 |
|
|
2014
Q4 | $62.9M | Buy |
2,054,040
+59,400
| +3% | +$1.75M | 0.02% | 728 |
|
|
2014
Q3 | $57.3M | Sell |
1,994,640
-99,582
| -5% | -$2.83M | 0.02% | 753 |
|
|
2014
Q2 | $58.9M | Sell |
2,094,222
-96,504
| -4% | -$2.65M | 0.02% | 720 |
|
|
2014
Q1 | $62M | Sell |
2,190,726
-81,717
| -4% | -$2.27M | 0.03% | 651 |
|
|
2013
Q4 | $63.4M | Buy |
2,272,443
+157,815
| +7% | +$4.15M | 0.03% | 627 |
|
|
2013
Q3 | $52.2M | Buy |
2,114,628
+983,910
| +87% | +$24.6M | 0.02% | 657 |
|
|
2013
Q2 | $27M | Buy |
+1,130,718
| New | +$26.1M | 0.01% | 981 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
Morgan Stanley's IYG Position: Q2 2026 in Review
Morgan Stanley increased its iShares US Financial Services ETF (IYG) stake by 5.2% in Q2 2026, buying an estimated $4.76M and bringing the position to 1,088,602 shares worth $98.5M. The position accounts for 0.01% of the portfolio, ranked #1578.
Morgan Stanley first reported a position in IYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $120M in Q4 2023. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.
- Morgan Stanley held 1,088,602 shares of iShares US Financial Services ETF worth $98.5M as of Q2 2026.
- Morgan Stanley bought 54,213 iShares US Financial Services ETF shares in Q2 2026, an estimated $4.76M.
- iShares US Financial Services ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1578 holding.
- Morgan Stanley first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's iShares US Financial Services ETF position peaked at $120M in Q4 2023.
- 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.