Morgan Stanley’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.3M Buy
2,402,025
+203,011
+9% +$6.79M 0.01% 1506
2025
Q1
$68.1M Buy
2,199,014
+376,059
+21% +$11.7M ﹤0.01% 1541
2024
Q4
$57M Buy
1,822,955
+566,118
+45% +$17.7M ﹤0.01% 1722
2024
Q3
$39M Buy
1,256,837
+513,918
+69% +$16M ﹤0.01% 2091
2024
Q2
$22.1M Buy
742,919
+666,200
+868% +$19.8M ﹤0.01% 2552
2024
Q1
$2.23M Buy
+76,719
New +$2.23M ﹤0.01% 4505