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MORGAN STANLEY: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on IWV, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 1,155,278 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,155,278 shares
    Change vs previous 13F -162,465 shares

    0.03% of the 13F portfolio, value $492,611,269.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,317,743 shares
    Change vs previous 13F +32,921 shares

    0.03% of the 13F portfolio, value $488,461,483.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,284,822 shares
    Change vs previous 13F -25,267 shares

    0.03% of the 13F portfolio, value $497,033,933.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,310,089 shares
    Change vs previous 13F +25,224 shares

    0.03% of the 13F portfolio, value $496,445,694.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,284,865 shares
    Change vs previous 13F +124,212 shares

    0.03% of the 13F portfolio, value $450,988,107.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,160,653 shares
    Change vs previous 13F +24,150 shares

    0.03% of the 13F portfolio, value $368,670,073.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,136,503 shares
    Change vs previous 13F +65,608 shares

    0.03% of the 13F portfolio, value $379,876,758.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,070,895 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $349,893,694.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).