Morgan Stanley
TOPT

Morgan Stanley’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Morgan Stanley’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34 Buy
+1
New +$32 ﹤0.01% 8208
2026
Q1 		– Sell
-1,096
Closed -$34.2K – 8560
2025
Q4 		$34.2K Buy
1,096
+746
+213% +$23.1K ﹤0.01% 6545
2025
Q3 		$10.7K Sell
350
-990
-74% -$28.5K ﹤0.01% 6879
2025
Q2 		$36.6K Buy
1,340
+789
+143% +$19.6K ﹤0.01% 6465
2025
Q1 		$13.1K Sell
551
-1,073
-66% -$27.5K ﹤0.01% 6722
2024
Q4 		$42.3K Buy
+1,624
New +$41.7K ﹤0.01% 6342

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Morgan Stanley's TOPT Position: Q2 2026 in Review

Morgan Stanley opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 1 share worth $34. The stake represents ﹤0.01% of the portfolio and ranks #8208 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in TOPT as recently as Q4 2025.

Morgan Stanley first reported a position in TOPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.3K in Q4 2024. 104 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Morgan Stanley held 1 share of iShares Top 20 U.S. Stocks ETF worth $34 as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Morgan Stanley position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8208 holding.
  • Morgan Stanley first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 6 quarters since.
  • Morgan Stanley's iShares Top 20 U.S. Stocks ETF position peaked at $42.3K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

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