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 Q2	$94.4M	Sell	3,577,313 -111,150	-3%	-$2.93M	0.01%	1618
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's CGSM Position: Q2 2026 in Review

Morgan Stanley reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 3% in Q2 2026, selling an estimated $2.93M and leaving 3,577,313 shares worth $94.4M. The position accounts for 0.01% of the portfolio, ranked #1618.

Morgan Stanley first reported a position in CGSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $96.9M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Morgan Stanley held 3,577,313 shares of Capital Group Short Duration Municipal Income ETF worth $94.4M as of Q2 2026.
Morgan Stanley sold 111,150 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.93M.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1618 holding.
Morgan Stanley first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's Capital Group Short Duration Municipal Income ETF position peaked at $96.9M in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

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