Morgan Stanley
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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
2025
Q2 		$11.7K Sell
2025
Q1 		$96.1K Buy
2024
Q4 		$70 Buy
2024
Q2 		– Sell
2024
Q1 		$54 Sell
2023
Q4 		$80 Sell
2023
Q3 		$496 Buy
2021
Q4 		– Sell
2021
Q3 		$1.93M Buy