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 Q2	$103	Sell	1 -292	-100%	-$14.2K	﹤0.01%	7946
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	Hold	1	–	–	﹤0.01%	7470
2023 Q4	$40	Sell	1 -14	-93%	-$475	﹤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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

HFA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Morgan Stanley's XJR Position: Q2 2026 in Review

Morgan Stanley reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 100% in Q2 2026, selling an estimated $14.2K and leaving 1 share worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #7946.

Morgan Stanley first reported a position in XJR in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.93M in Q3 2021. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Morgan Stanley held 1 share of iShares ESG Screened S&P Small-Cap ETF worth $103 as of Q2 2026.
Morgan Stanley sold 292 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $14.2K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7946 holding.
Morgan Stanley first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2021 and has held it in 11 quarters since.
Morgan Stanley's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.93M in Q3 2021.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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