Mercer Global Advisors
CGSM icon

Mercer Global Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Mercer Global Advisors’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$421K Sell
15,938
-800
-5% -$21.1K ﹤0.01% 2462
2026
Q1 		$440K Buy
+16,738
New +$444K ﹤0.01% 2078

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Mercer Global Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 4.8% in Q2 2026, selling an estimated $21.1K and leaving 15,938 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Mercer Global Advisors first reported a position in CGSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $440K in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Mercer Global Advisors held 15,938 shares of Capital Group Short Duration Municipal Income ETF worth $421K as of Q2 2026.
  • Mercer Global Advisors sold 800 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $21.1K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2462 holding.
  • Mercer Global Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $440K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

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