Morgan Stanley’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Morgan Stanley’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$348K	Sell	6,125 -122,195	-95%	-$6.75M	﹤0.01%	5710
2026 Q1	$6.32M	Buy	128,320 +126,314	+6,297%	+$6.56M	﹤0.01%	3951
2025 Q4	$106K	Buy	2,006 +5	+0.2%	+$261	﹤0.01%	6167
2025 Q3	$103K	Sell	2,001 -278	-12%	-$13.8K	﹤0.01%	6138
2025 Q2	$109K	Buy	2,279 +6	+0.3%	+$263	﹤0.01%	6095
2025 Q1	$97.2K	Buy	2,273 +3	+0.1%	+$136	﹤0.01%	6016
2024 Q4	$103K	Buy	2,270 +8	+0.4%	+$364	﹤0.01%	6052
2024 Q3	$100K	Buy	+2,262	New	+$96.4K	﹤0.01%	6011
2024 Q2	–	Sell	-1	Closed	-$65	–	7972
2024 Q1	$65	Buy	+1	New	+$38	﹤0.01%	7433
2023 Q4	–	Sell	-90	Closed	-$2.95K	–	7914
2023 Q3	$2.95K	Buy	+90	New	+$3.05K	﹤0.01%	7040

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

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

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Morgan Stanley's XVV Position: Q2 2026 in Review

Morgan Stanley reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 95% in Q2 2026, selling an estimated $6.75M and leaving 6,125 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #5710.

Morgan Stanley first reported a position in XVV in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.32M in Q1 2026. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Morgan Stanley held 6,125 shares of iShares ESG Screened S&P 500 ETF worth $348K as of Q2 2026.
Morgan Stanley sold 122,195 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $6.75M.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5710 holding.
Morgan Stanley first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and has held it in 10 quarters since.
Morgan Stanley's iShares ESG Screened S&P 500 ETF position peaked at $6.32M in Q1 2026.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

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