Morgan Stanley
CGMU icon

Morgan Stanley’s Capital Group Municipal Income ETF CGMU Stock Holding History

Morgan Stanley’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
Q1 		$280M Buy
10,320,797
+1,329,117
+15% +$36.7M 0.02% 777
2025
Q4 		$246M Buy
8,991,680
+2,484,296
+38% +$68M 0.01% 841
2025
Q3 		$178M Buy
6,507,384
+1,787,214
+38% +$48M 0.01% 1004
2025
Q2 		$126M Buy
4,720,170
+819,580
+21% +$21.8M 0.01% 1156
2025
Q1 		$105M Buy
3,900,590
+2,072,229
+113% +$56M 0.01% 1223
2024
Q4 		$49.2M Buy
1,828,361
+525,927
+40% +$14.3M ﹤0.01% 1844
2024
Q3 		$35.8M Buy
1,302,434
+686,739
+112% +$18.7M ﹤0.01% 2187
2024
Q2 		$16.5M Buy
615,695
+542,448
+741% +$14.6M ﹤0.01% 2873
2024
Q1 		$1.98M Buy
+73,247
New +$1.98M ﹤0.01% 4580

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return