Mercer Global Advisors
CGMU icon

Mercer Global Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Mercer Global Advisors’s Portfolio CGMU Stock Details CGMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
+7,498
New +$205K ﹤0.01% 3214
2026
Q1 		– Sell
-74,774
Closed -$2.05M – 3236
2025
Q4 		$2.05M Hold
74,774
– – ﹤0.01% 1093
2025
Q3 		$2.04M Hold
74,774
– – ﹤0.01% 1030
2025
Q2 		$2M Buy
+74,774
New +$1.99M ﹤0.01% 889

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's CGMU Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 7,498 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #3214 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in CGMU as recently as Q4 2025.

Mercer Global Advisors first reported a position in CGMU in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Mercer Global Advisors held 7,498 shares of Capital Group Municipal Income ETF worth $206K as of Q2 2026.
  • Capital Group Municipal Income ETF was a new Mercer Global Advisors position in Q2 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3214 holding.
  • Mercer Global Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Capital Group Municipal Income ETF position peaked at $2.05M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.