Morgan Stanley
CGSM icon

Morgan Stanley’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Morgan Stanley’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.9M Buy
3,688,463
+858,565
+30% +$22.8M 0.01% 1466
2025
Q4 		$74.5M Buy
2,829,898
+48,078
+2% +$1.27M ﹤0.01% 1715
2025
Q3 		$73.3M Buy
2,781,820
+462,703
+20% +$12.2M ﹤0.01% 1686
2025
Q2 		$60.5M Buy
2,319,117
+903,370
+64% +$23.4M ﹤0.01% 1745
2025
Q1 		$36.8M Buy
1,415,747
+826,272
+140% +$21.6M ﹤0.01% 2096
2024
Q4 		$15.3M Buy
589,475
+350,736
+147% +$9.17M ﹤0.01% 3017
2024
Q3 		$6.27M Buy
238,739
+92,959
+64% +$2.43M ﹤0.01% 3795
2024
Q2 		$3.75M Buy
145,780
+117,583
+417% +$3.02M ﹤0.01% 4124
2024
Q1 		$725K Buy
+28,197
New +$726K ﹤0.01% 5139

Other funds holding CGSM

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return