Morgan Stanley
XJH icon

Morgan Stanley’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Morgan Stanley’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.4K Sell
1,619
-490
-23% -$24.2K ﹤0.01% 6328
2026
Q1 		$95.7K Buy
2,109
+137
+7% +$6.42K ﹤0.01% 6181
2025
Q4 		$88.1K Buy
1,972
+7
+0.4% +$309 ﹤0.01% 6252
2025
Q3 		$86.2K Buy
1,965
+4
+0.2% +$172 ﹤0.01% 6217
2025
Q2 		$81.4K Buy
1,961
+442
+29% +$17.4K ﹤0.01% 6203
2025
Q1 		$59.4K Buy
1,519
+4
+0.3% +$167 ﹤0.01% 6212
2024
Q4 		$63.4K Buy
1,515
+5
+0.3% +$216 ﹤0.01% 6215
2024
Q3 		$63.9K Buy
+1,510
New +$61.6K ﹤0.01% 6147
2024
Q2 		– Sell
-1
Closed -$53 – 7966
2024
Q1 		$53 Buy
+1
New +$38 ﹤0.01% 7473
2023
Q4 		– Sell
-44
Closed -$1.5K – 7912
2023
Q3 		$1.5K Buy
+44
New +$1.57K ﹤0.01% 7174
2022
Q1 		– Sell
-57
Closed -$2K – 8138
2021
Q4 		$2K Hold
57
– – ﹤0.01% 7808
2021
Q3 		$2K Hold
57
– – ﹤0.01% 7683
2021
Q2 		$2K Hold
57
– – ﹤0.01% 7545
2021
Q1 		$2K Buy
+57
New +$1.97K ﹤0.01% 7288

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley's XJH Position: Q2 2026 in Review

Morgan Stanley reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 23% in Q2 2026, selling an estimated $24.2K and leaving 1,619 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6328.

Morgan Stanley first reported a position in XJH in Q1 2021 and has held it in 14 quarters since. The position peaked at $95.7K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Morgan Stanley held 1,619 shares of iShares ESG Screened S&P Mid-Cap ETF worth $84.4K as of Q2 2026.
  • Morgan Stanley sold 490 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.2K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6328 holding.
  • Morgan Stanley first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2021 and has held it in 14 quarters since.
  • Morgan Stanley's iShares ESG Screened S&P Mid-Cap ETF position peaked at $95.7K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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