Home ETF List About

Portfolio Holdings Detail for ISIN IE00B3VWM098
Stock Name / FundiShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc
IssuerBlackrock
Entity holding fund iShares VII Public Limited Company
Entity TypeUmbrella investment company with variable capital and having segregated liability between its funds
Entity LEI 549300Q7FFITMZ2PFZ28
ETF TickerCUS1(GBX) LSE
ETF TickerCUSS(USD) LSE
ETF TickerSXRG(EUR) F
ETF TickerCSUSS.MI(EUR) CXE
ETF TickerCSUSSz(USD) CXE
ETF TickerCUSS.LS(USD) CXE
ETF TickerCSUSS(EUR) ETF Plus
ETF TickerCUS1.L(GBP) LSE
ETF TickerCUSS.L(GBP) LSE

Holdings detail for MORN

Stock NameMorningstar Inc
TickerMORN(USD) NASDAQ
TYPECommon Stock
CountryUSA
ISINUS6177001095
LEI529900YGNQPOVAXQ7F29

Show aggregate MORN holdings

News associated with MORN

Warren Buffett Says Buy 1 Vanguard Index Fund -- It Could Turn $500 Per Month Into $986,600
Key PointsWarren Buffett recommends that non-professional investors periodically buy shares of an S&P 500 index fund. - 2025-09-22 07:05:00
Billionaire Philippe Laffont Sells a Popular AI Stock and Buys the S&P 500's Worst Stock. Does He Know Something Wall Street Doesn't?
Key PointsBillionaire Philippe Laffont runs the highly successful hedge fund Coatue Management, which nearly tripled the S&P 500's returns during the last three years. - 2025-09-13 04:30:00
Head-To-Head Comparison: Morningstar (NASDAQ:MORN) and Dun & Bradstreet (NYSE:DNB)
Morningstar (NASDAQ:MORN – Get Free Report) and Dun & Bradstreet (NYSE:DNB – Get Free Report) are both business services companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, risk, profitability, institutional ownership, earnings, analyst recommendations and valuation. Analyst Recommendations This is a breakdown of […] - 2025-09-05 02:16:53
AI Spending Could Soar 600%: 2 Brilliant AI Stocks to Buy in September (Hint: Not Nvidia or Palantir)
Key PointsMorgan Stanley estimates that artificial intelligence (AI) sales across infrastructure and software companies will increase more than 600% by 2028. - 2025-09-04 04:55:00
Joseph Mansueto Sells 7,250 Shares of Morningstar (NASDAQ:MORN) Stock
Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction on Wednesday, August 20th. The shares were sold at an average price of $260.30, for a total transaction of $1,887,175.00. Following the sale, the chairman owned 9,332,981 shares in the company, valued at approximately $2,429,374,954.30. […] - 2025-08-25 05:39:06
Insider Selling: Morningstar (NASDAQ:MORN) Chairman Sells $1,913,927.50 in Stock
Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $263.99, for a total transaction of $1,913,927.50. Following the transaction, the chairman owned 9,324,717 shares in the company, valued at $2,461,632,040.83. The […] - 2025-08-25 05:39:06
The Stock Market Just Did Something for the 16th Time Since 1950. It Usually Signals a Big Move in the Next Year.
Key PointsThe S&P 500 increased in May, June, and July, marking the 16th time the index has posted positive returns in all three months since 1950. - 2025-08-19 05:35:00
Financial Contrast: Morningstar (NASDAQ:MORN) vs. uCloudlink Group (NASDAQ:UCL)
Morningstar (NASDAQ:MORN – Get Free Report) and uCloudlink Group (NASDAQ:UCL – Get Free Report) are both business services companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, profitability, institutional ownership, risk, analyst recommendations, earnings and valuation. Profitability This table compares Morningstar and uCloudlink Group’s […] - 2025-08-19 04:53:01
Morningstar (NASDAQ:MORN) vs. National Research (NASDAQ:NRC) Head-To-Head Analysis
Morningstar (NASDAQ:MORN – Get Free Report) and National Research (NASDAQ:NRC – Get Free Report) are both business services companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, dividends, valuation, earnings, profitability and analyst recommendations. Profitability This table compares Morningstar and National Research’s […] - 2025-08-19 02:16:57
Morningstar, Inc. (NASDAQ:MORN) Shares Sold by Maryland State Retirement & Pension System
Maryland State Retirement & Pension System decreased its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 18.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,247 shares of the business services provider’s stock after selling 278 shares during the quarter. Maryland […] - 2025-08-17 05:17:03
Federated Hermes Inc. Sells 99 Shares of Morningstar, Inc. (NASDAQ:MORN)
Federated Hermes Inc. cut its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 4.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,115 shares of the business services provider’s stock after selling 99 shares during the quarter. Federated Hermes […] - 2025-08-08 05:13:20
Mackenzie Financial Corp Acquires 656 Shares of Morningstar, Inc. (NASDAQ:MORN)
Mackenzie Financial Corp boosted its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 24.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,372 shares of the business services provider’s stock after purchasing an additional 656 […] - 2025-08-06 04:36:54
2 Popular Artificial Intelligence (AI) Stocks to Sell Before They Fall 47% and 62%, According to Wall Street Analysts
Key PointsPalantir and CoreWeave have more than doubled in value this year, but certain Wall Street analysts expect the stocks to decline sharply in the next 12 months. - 2025-07-30 05:12:00
Where Will Berkshire Hathaway Be in 5 Years?
Key PointsBuffett’s lingering disinterest in buying into any publicly traded outfits may be a sign of a bigger challenge. - 2025-07-29 04:35:00
Y Intercept Hong Kong Ltd Buys New Shares in Morningstar, Inc. (NASDAQ:MORN)
Y Intercept Hong Kong Ltd purchased a new position in Morningstar, Inc. (NASDAQ:MORN – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,748 shares of the business services provider’s stock, valued at approximately $524,000. Other hedge funds have also […] - 2025-07-28 06:02:57
Cerity Partners LLC Grows Stock Holdings in Morningstar, Inc. (NASDAQ:MORN)
Cerity Partners LLC lifted its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 17.2% in the first quarter, HoldingsChannel reports. The firm owned 5,426 shares of the business services provider’s stock after acquiring an additional 798 shares during the quarter. Cerity Partners LLC’s holdings in Morningstar were worth $1,627,000 as of its most recent […] - 2025-07-22 07:42:58
Morningstar, Inc. (NASDAQ:MORN) Shares Purchased by Cerity Partners LLC
Cerity Partners LLC increased its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 17.2% during the 1st quarter, Holdings Channel.com reports. The fund owned 5,426 shares of the business services provider’s stock after acquiring an additional 798 shares during the period. Cerity Partners LLC’s holdings in Morningstar were worth $1,627,000 at the […] - 2025-07-22 06:52:54
Ballentine Partners LLC Has $387,000 Stake in Morningstar, Inc. (NASDAQ:MORN)
Ballentine Partners LLC increased its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 3.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,290 shares of the business services provider’s stock after buying an additional 42 shares during […] - 2025-07-16 06:51:30
Xponance Inc. Has $1.66 Million Stake in Morningstar, Inc. (NASDAQ:MORN)
Xponance Inc. raised its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 2.1% during the first quarter, HoldingsChannel.com reports. The fund owned 5,543 shares of the business services provider’s stock after buying an additional 112 shares during the quarter. Xponance Inc.’s holdings in Morningstar were worth $1,662,000 at the end of the […] - 2025-07-16 05:48:50
Crossmark Global Holdings Inc. Has $364,000 Stake in Morningstar, Inc. (NASDAQ:MORN)
Crossmark Global Holdings Inc. lowered its position in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 25.4% during the first quarter, according to its most recent filing with the SEC. The firm owned 1,215 shares of the business services provider’s stock after selling 414 shares during the period. Crossmark Global Holdings Inc.’s holdings in Morningstar were […] - 2025-07-14 05:10:53
Morningstar, Inc. (NASDAQ:MORN) Stake Cut by Bank of New York Mellon Corp
Bank of New York Mellon Corp reduced its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 6.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 270,177 shares of the business services provider’s stock after selling 17,854 shares during […] - 2025-07-11 05:40:52
1 Artificial Intelligence (AI) Stock to Buy Before It Soars to $10 Trillion, According to a Wall Street Analyst (Hint: Not Apple)
Key PointsBeth Kindig at the I/O Fund thinks Nvidia could be a $10 trillion company by 2030; that implies 156% upside from its current market value of $3.9 trillion. - 2025-07-10 04:21:00
Head to Head Analysis: Morningstar (NASDAQ:MORN) versus Click (NASDAQ:CLIK)
Morningstar (NASDAQ:MORN – Get Free Report) and Click (NASDAQ:CLIK – Get Free Report) are both business services companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, earnings, valuation, dividends, profitability, risk and analyst recommendations. Institutional & Insider Ownership 57.0% of Morningstar shares are […] - 2025-07-09 04:49:59
Amalgamated Bank Reduces Position in Morningstar, Inc. (NASDAQ:MORN)
Amalgamated Bank cut its holdings in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 3.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 12,789 shares of the business services provider’s stock after selling 439 shares during the quarter. Amalgamated Bank’s holdings in Morningstar were worth $3,835,000 as of its most recent filing […] - 2025-07-04 05:24:50
HDV Is a Popular Dividend ETF for Passive Income. But Is It the Best?
Artificial intelligence (AI), big tech, and cryptocurrencies all have their fans among investors, and with good reason. All can add to a well-balanced portfolio that will help make you richer over time. But you shouldn't forget about income investing -- buying stocks that reward - 2025-07-01 06:00:00
Should You Buy Palantir Stock After Its 2,100% Gain Since 2023? This Wall Street Analyst Has a Shocking Answer.
Palantir Technologies (NASDAQ: PLTR) hit its stride when demand for artificial intelligence (AI) exploded after the launch of ChatGPT. The stock has soared 2,100% since January 2023, the best performance in the S&P 500 (SNPINDEX: ^GSPC) during that period by a wide margin. - 2025-06-27 04:03:00
Oppenheimer Asset Management Inc. Purchases 738 Shares of Morningstar, Inc. (NASDAQ:MORN)
Oppenheimer Asset Management Inc. boosted its holdings in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 5.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,061 shares of the business services provider’s stock after purchasing an additional 738 shares during the period. […] - 2025-06-26 05:17:03
QRG Capital Management Inc. Grows Stock Holdings in Morningstar, Inc. (NASDAQ:MORN)
QRG Capital Management Inc. increased its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 17.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,049 shares of the business services provider’s stock after buying an additional 159 shares during the quarter. QRG Capital Management Inc.’s holdings in Morningstar were worth $315,000 as of […] - 2025-06-24 04:42:53
Harbor Capital Advisors Inc. Grows Stock Holdings in Morningstar, Inc. (NASDAQ:MORN)
Harbor Capital Advisors Inc. increased its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 4.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,864 shares of the business services provider’s stock after buying an additional 238 shares during […] - 2025-06-13 04:58:51
Analysts Predict 10% Upside For DGRO
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. - 2025-06-12 08:30:13

iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc MORN holdings

DateNumber of MORN Shares HeldBase Market Value of MORN SharesLocal Market Value of MORN SharesChange in MORN Shares HeldChange in MORN Base ValueCurrent Price per MORN Share HeldPrevious Price per MORN Share Held
2025-09-26 (Friday)5,774USD 1,356,313USD 1,356,313
2025-09-25 (Thursday)5,774USD 1,337,951MORN holding decreased by -31122USD 1,337,9510USD -31,122 USD 231.72 USD 237.11
2025-09-24 (Wednesday)5,774USD 1,369,073USD 1,369,073
2025-09-17 (Wednesday)5,738USD 1,428,303MORN holding increased by 230USD 1,428,3030USD 230 USD 248.92 USD 248.88
2025-09-16 (Tuesday)5,738USD 1,428,073USD 1,428,073
2025-09-12 (Friday)5,702USD 1,466,212USD 1,466,212
2025-09-11 (Thursday)5,702USD 1,465,243USD 1,465,243
Share price and value of shares held is calculated on the adjusted close price of each day (row). Changes between days reflect the gain/loss of the portfolio as a result of changes in the adjusted close price and changes in the holdings

Share Trades of MORN by Blackrock for IE00B3VWM098

Show aggregate share trades of MORN

DateActionQuantityMarket HighMarket LowLikely Trade PriceLikely Trade Value (Profit/Loss)Average Price previous trades
2025-08-21SELL-18 258.670* 310.07 Profit of 5,581 on sale
2025-07-31BUY54 276.460* 310.57
2025-06-30SELL-36 313.930* 312.57 Profit of 11,253 on sale
2025-06-25SELL-18 310.000* 312.60 Profit of 5,627 on sale
2025-06-20SELL-36 300.610* 312.78 Profit of 11,260 on sale
2025-05-23BUY18 304.120* 313.96
2025-05-19SELL-18 310.650* 314.15 Profit of 5,655 on sale
2025-05-15SELL-54 310.060* 314.23 Profit of 16,968 on sale
2025-05-12SELL-18 309.360* 314.40 Profit of 5,659 on sale
2025-05-09SELL-18 304.300* 314.50 Profit of 5,661 on sale
2025-04-30SELL-18 284.720* 315.94 Profit of 5,687 on sale
2025-04-24SELL-36 279.710* 317.38 Profit of 11,426 on sale
2025-04-17SELL-18 277.190* 319.71 Profit of 5,755 on sale
2025-04-15SELL-54 284.240* 320.58 Profit of 17,311 on sale
2025-04-14SELL-54 282.940* 320.99 Profit of 17,333 on sale
2025-04-09SELL-72 278.390* 322.59 Profit of 23,226 on sale
2025-04-07SELL-126 257.850* 324.12 Profit of 40,839 on sale
2025-04-04SELL-180 268.760* 324.77 Profit of 58,459 on sale
2025-03-31BUY18 299.870* 325.64
2025-03-19SELL-36 296.640* 328.44 Profit of 11,824 on sale
2025-03-14SELL-108 286.940* 330.06 Profit of 35,647 on sale
2025-03-13SELL-36 282.490* 330.74 Profit of 11,907 on sale
2025-03-12SELL-612 287.530* 331.37 Profit of 202,798 on sale
2025-03-07SELL-36 290.650* 333.44 Profit of 12,004 on sale
2025-03-06SELL-54 296.540* 334.00 Profit of 18,036 on sale
2025-03-03SELL-18 307.000* 335.52 Profit of 6,039 on sale
2025-02-28SELL-108 313.720* 335.88 Profit of 36,275 on sale
2025-02-26SELL-18 319.960* 336.57 Profit of 6,058 on sale
2025-02-25SELL-54 323.210* 336.80 Profit of 18,187 on sale
2025-02-18BUY90 328.720* 337.84
2025-02-13BUY18 328.800* 338.53
2025-02-12BUY18 320.260* 338.90
2025-02-11BUY54 321.530* 339.27
2025-02-06BUY162 327.070* 340.15
2025-01-27BUY18 333.490* 342.68
2024-12-30BUY90 337.670* 344.04
2024-12-06BUY72 358.020* 342.72
2024-12-05BUY18 357.070* 342.22
2024-12-04BUY433 353.940* 341.80
2024-11-29BUY85 354.150* 340.44
2024-11-27BUY68 355.650* 339.11
2024-11-26BUY17 354.740* 338.40
2024-11-25BUY2,174 352.760* 337.72
2024-11-21BUY55 340.070* 337.15
2024-11-20BUY33 335.770* 337.22
2024-11-18BUY132 334.370* 337.55
2024-11-12BUY88 350.550* 336.68
2024-11-08BUY55 348.580* 335.83
2024-11-07BUY165 343.270* 335.26
2024-11-06BUY22 344.410* 334.50
2024-10-31BUY11 328.050* 336.29
Market high and low price is on the date.

* (if shown) = market close price used not a projected price. This is used when we do not have market data available to calculate a projection

The likely trade price/value is our estimate on the likely price the trade took place at and is not the actual trade price. The likely LOSS/GAIN is our estimate. Where a profit/loss value is shown in the Likely Trade Value column, this is derived from matching trades between periods eg the most recent previous BUY is matched with the SELL for the same number of shares and the difference between the likely BUY price and likely SELL price is calculated. Where a profit or loss is shown in the Average Price of Previous Trades column, this is dervied using the likely trade price compared to the average of previous trades based on adjusted close

Shorting History of MORN

DateShorted VolumeShort Exempt VolumeTotal Shares Traded% Shorted
2025-09-19109,212268175,13562.4%
2025-09-18129,1250225,61757.2%
2025-09-1771,8460175,04941.0%
2025-09-1682,246390123,88666.4%
2025-09-1580,97821169,10447.9%
2025-09-12336,4410397,93984.5%
2025-09-1163,6020116,59854.5%
2025-09-1058,3360108,52853.8%
2025-09-0944,366066,77866.4%
2025-09-0866,7880113,33358.9%
2025-09-0542,0562772,51958.0%
2025-09-0455,482088,59062.6%
2025-09-0347,479091,82451.7%
2025-09-0260,766089,95367.6%
2025-08-2930,564047,72164.0%
2025-08-2834,254063,62853.8%
2025-08-2749,00172126,63538.7%
2025-08-2632,7271465,35250.1%
2025-08-2547,4173195,03649.9%
2025-08-2237,237879,53246.8%
2025-08-2135,704077,57546.0%
2025-08-2041,3600131,41631.5%
2025-08-1924,902071,69434.7%
2025-08-1845,534087,18952.2%
2025-08-1551,433095,88253.6%
2025-08-1438,740081,45647.6%
2025-08-1334,2545,230115,04829.8%
2025-08-1238,1807100,77937.9%
2025-08-1135,0900102,05034.4%
2025-08-0832,376094,86834.1%
2025-08-0740,525095,02542.6%
2025-08-0642,1131143,92329.3%
2025-08-0542,6270194,69721.9%
2025-08-0456,817589174,21432.6%
2025-08-0192,792255217,36342.7%
2025-07-31156,73139254,99561.5%
2025-07-3040,5960120,45533.7%
2025-07-2941,004287,04547.1%
2025-07-2845,47413100,63345.2%
2025-07-2520,5232252,13639.4%
2025-07-2421,2739168,74530.9%
2025-07-2330,700084,73636.2%
2025-07-2257,261309172,88633.1%
2025-07-2124,487175,13832.6%
2025-07-1820,603054,21138.0%

The data here is derived from FINRA daily shorted trade data. The Daily Short Sale Volume is the total volume of short trades that meet certain criteria on each trade date by 6 PM ET on the trade date. The detail trade data is derived from the monthly shorted trade data which will differ in aggregate. The detail trade data is derived from the transaction level data and includes ALL trades (including exempt) and the aggregation period extends beyond 6pm.

Back to Listing

Disclaimer

All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.