Morgan Stanley
CGCV

Morgan Stanley’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Morgan Stanley’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7K Buy
540
+327
+154% +$10.3K ﹤0.01% 6861
2026
Q1 		$6.35K Hold
213
– – ﹤0.01% 7081
2025
Q4 		$6.49K Hold
213
– – ﹤0.01% 7000
2025
Q3 		$6.41K Hold
213
– – ﹤0.01% 7025
2025
Q2 		$6.09K Buy
+213
New +$5.77K ﹤0.01% 6982
2025
Q1 		– Sell
-1
Closed -$27 – 8247
2024
Q4 		$27 Buy
+1
New +$27 ﹤0.01% 7804

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley's CGCV Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Conservative Equity ETF (CGCV) stake by 154% in Q2 2026, buying an estimated $10.3K and bringing the position to 540 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6861.

Morgan Stanley first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Morgan Stanley held 540 shares of Capital Group Conservative Equity ETF worth $17.7K as of Q2 2026.
  • Morgan Stanley bought 327 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $10.3K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6861 holding.
  • Morgan Stanley first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

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