Morgan Stanley
SIZE icon

Morgan Stanley’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Morgan Stanley’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.73M Buy
29,641
+2,119
+8% +$350K ﹤0.01% 4179
2025
Q4 		$4.45M Sell
27,522
-7,498
-21% -$1.21M ﹤0.01% 4263
2025
Q3 		$5.63M Sell
35,020
-6,783
-16% -$1.07M ﹤0.01% 4060
2025
Q2 		$6.46M Buy
41,803
+17,425
+71% +$2.54M ﹤0.01% 3837
2025
Q1 		$3.55M Sell
24,378
-18,799
-44% -$2.83M ﹤0.01% 4209
2024
Q4 		$6.41M Sell
43,177
-2,838
-6% -$432K ﹤0.01% 3785
2024
Q3 		$6.85M Buy
46,015
+7,597
+20% +$1.08M ﹤0.01% 3707
2024
Q2 		$5.28M Buy
38,418
+5,299
+16% +$729K ﹤0.01% 3826
2024
Q1 		$4.71M Sell
33,119
-37,183
-53% -$5M ﹤0.01% 3960
2023
Q4 		$9.27M Buy
70,302
+37,994
+118% +$4.58M ﹤0.01% 3977
2023
Q3 		$3.79M Sell
32,308
-6,556
-17% -$808K ﹤0.01% 3938
2023
Q2 		$4.77M Sell
38,864
-15,694
-29% -$1.84M ﹤0.01% 3815
2023
Q1 		$6.43M Buy
54,558
+4,233
+8% +$503K ﹤0.01% 3559
2022
Q4 		$5.72M Sell
50,325
-11,069
-18% -$1.25M ﹤0.01% 3632
2022
Q3 		$6.4M Sell
61,394
-20,505
-25% -$2.38M ﹤0.01% 3454
2022
Q2 		$9.01M Sell
81,899
-37,218
-31% -$4.47M ﹤0.01% 3169
2022
Q1 		$15.5M Sell
119,117
-8,158
-6% -$1.05M ﹤0.01% 2390
2021
Q4 		$17.5M Sell
127,275
-10,396
-8% -$1.4M ﹤0.01% 2303
2021
Q3 		$17.6M Buy
137,671
+1,796
+1% +$236K ﹤0.01% 2229
2021
Q2 		$17.6M Buy
135,875
+1,820
+1% +$230K ﹤0.01% 2296
2021
Q1 		$16.1M Buy
134,055
+5,459
+4% +$636K ﹤0.01% 2150
2020
Q4 		$14.3M Buy
128,596
+15,176
+13% +$1.57M ﹤0.01% 2146
2020
Q3 		$10.6M Buy
113,420
+1,273
+1% +$118K ﹤0.01% 1973
2020
Q2 		$9.82M Sell
112,147
-163,938
-59% -$13.5M ﹤0.01% 1985
2020
Q1 		$19.7M Sell
276,085
-7,156
-3% -$643K 0.01% 1284
2019
Q4 		$27.6M Buy
283,241
+265,997
+1,543% +$24.9M 0.01% 1377
2019
Q3 		$1.56M Buy
17,244
+6,430
+59% +$582K ﹤0.01% 4000
2019
Q2 		$984K Sell
10,814
-7,065
-40% -$631K ﹤0.01% 4233
2019
Q1 		$1.57M Sell
17,879
-18,496
-51% -$1.57M ﹤0.01% 3784
2018
Q4 		$2.79M Sell
36,375
-678
-2% -$56K ﹤0.01% 3496
2018
Q3 		$3.26M Buy
37,053
+1,637
+5% +$143K ﹤0.01% 3608
2018
Q2 		$2.98M Buy
35,416
+1,292
+4% +$108K ﹤0.01% 3700
2018
Q1 		$2.83M Buy
34,124
+2,255
+7% +$191K ﹤0.01% 3656
2017
Q4 		$2.67M Buy
31,869
+1,104
+4% +$90.3K ﹤0.01% 3760
2017
Q3 		$2.44M Sell
30,765
-8,540
-22% -$670K ﹤0.01% 3686
2017
Q2 		$3.05M Sell
39,305
-19,041
-33% -$1.46M ﹤0.01% 3379
2017
Q1 		$4.41M Buy
58,346
+22,787
+64% +$1.7M ﹤0.01% 2979
2016
Q4 		$2.55M Buy
35,559
+21,944
+161% +$1.54M ﹤0.01% 3704
2016
Q3 		$951K Buy
13,615
+11,551
+560% +$807K ﹤0.01% 4079
2016
Q2 		$141K Buy
2,064
+1,502
+267% +$101K ﹤0.01% 5092
2016
Q1 		$37K Sell
562
-9,118
-94% -$566K ﹤0.01% 5723
2015
Q4 		$623K Sell
9,680
-2,976
-24% -$193K ﹤0.01% 4379
2015
Q3 		$781K Sell
12,656
-36,929
-74% -$2.39M ﹤0.01% 4313
2015
Q2 		$3.25M Buy
49,585
+3,568
+8% +$239K ﹤0.01% 3181
2015
Q1 		$3.06M Buy
46,017
+37,852
+464% +$2.51M ﹤0.01% 3180
2014
Q4 		$535K Buy
+8,165
New +$518K ﹤0.01% 4609

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's SIZE Position: Q1 2026 in Review

Morgan Stanley increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 7.7% in Q1 2026, buying an estimated $350K and bringing the position to 29,641 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #4179.

Morgan Stanley first reported a position in SIZE in Q4 2014 and has held it in 46 quarters since. The position peaked at $27.6M in Q4 2019. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Morgan Stanley held 29,641 shares of iShares MSCI USA Size Factor ETF worth $4.73M as of Q1 2026.
  • Morgan Stanley bought 2,119 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $350K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4179 holding.
  • Morgan Stanley first reported a position in iShares MSCI USA Size Factor ETF in Q4 2014 and has held it in 46 quarters since.
  • Morgan Stanley's iShares MSCI USA Size Factor ETF position peaked at $27.6M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.