Morgan Stanley’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Morgan Stanley’s Portfolio BGIG Stock Details BGIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281M	Buy	7,827,274 +3,266,231	+72%	+$114M	0.01%	830
2026 Q1	$152M	Buy	4,561,043 +4,559,617	+319,749%	+$153M	0.01%	1108
2025 Q4	$46.1K	Buy	1,426 +1,412	+10,086%	+$45.6K	﹤0.01%	6466
2025 Q3	$460	Sell	14 -3	-18%	-$94	﹤0.01%	7507
2025 Q2	$524	Sell	17 -1	-6%	-$29	﹤0.01%	7441
2025 Q1	$548	Buy	+18	New	+$536	﹤0.01%	7355
2024 Q4	–	Sell	-12	Closed	-$373	–	7978
2024 Q3	$373	Hold	12	–	–	﹤0.01%	7332
2024 Q2	$339	Hold	12	–	–	﹤0.01%	7262
2024 Q1	$356	Buy	+12	New	+$318	﹤0.01%	7266

Other funds holding BGIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley's BGIG Position: Q2 2026 in Review

Morgan Stanley increased its Bahl & Gaynor Income Growth ETF (BGIG) stake by 72% in Q2 2026, buying an estimated $114M and bringing the position to 7,827,274 shares worth $281M. The position accounts for 0.01% of the portfolio, ranked #830.

Morgan Stanley first reported a position in BGIG in Q1 2024 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

Morgan Stanley held 7,827,274 shares of Bahl & Gaynor Income Growth ETF worth $281M as of Q2 2026.
Morgan Stanley bought 3,266,231 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $114M.
Bahl & Gaynor Income Growth ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #830 holding.
Morgan Stanley first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2024 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

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