Morgan Stanley
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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
Q2 		$298M Buy
10,864,259
+543,462
+5% +$14.9M 0.02% 802
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 $484B AUM 34.9% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley's CGMU Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Municipal Income ETF (CGMU) stake by 5.3% in Q2 2026, buying an estimated $14.9M and bringing the position to 10,864,259 shares worth $298M. The position accounts for 0.02% of the portfolio, ranked #802.

Morgan Stanley first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Morgan Stanley held 10,864,259 shares of Capital Group Municipal Income ETF worth $298M as of Q2 2026.
  • Morgan Stanley bought 543,462 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $14.9M.
  • Capital Group Municipal Income ETF made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #802 holding.
  • Morgan Stanley first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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