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

Morgan Stanley’s Portfolio XJR Stock Details XJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8K	Sell	293 -1	-0.3%	-$45	﹤0.01%	6879
2025 Q4	$12.5K	Hold	294	–	–	﹤0.01%	6833
2025 Q3	$12.5K	Hold	294	–	–	﹤0.01%	6841
2025 Q2	$11.7K	Sell	294 -2,259	-88%	-$84.4K	﹤0.01%	6813
2025 Q1	$96.1K	Buy	2,553 +2,552	+255,200%	+$103K	﹤0.01%	6026
2024 Q4	$70	Buy	+1	New	+$43	﹤0.01%	7527
2024 Q2	–	Sell	-1	Closed	-$54	–	7967
2024 Q1	$54	Sell	1 -1	-50%	-$38	﹤0.01%	7470
2023 Q4	$80	Sell	2 -13	-87%	-$441	﹤0.01%	7532
2023 Q3	$496	Buy	+15	New	+$526	﹤0.01%	7309
2021 Q4	–	Sell	-50,000	Closed	-$1.93M	–	8126
2021 Q3	$1.93M	Buy	+50,000	New	+$1.95M	﹤0.01%	4608

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's XJR Position: Q1 2026 in Review

Morgan Stanley reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.34% in Q1 2026, selling an estimated $45 and leaving 293 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6879.

Morgan Stanley first reported a position in XJR in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2021. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Morgan Stanley held 293 shares of iShares ESG Screened S&P Small-Cap ETF worth $12.8K as of Q1 2026.
Morgan Stanley sold 1 iShares ESG Screened S&P Small-Cap ETF share in Q1 2026, an estimated $45.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6879 holding.
Morgan Stanley first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2021 and has held it in 10 quarters since.
Morgan Stanley's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.93M in Q3 2021.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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