Morgan Stanley’s Capital Group Core Equity ETF CGUS Stock Holding History

Morgan Stanley’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299M	Buy	6,715,988 +162,895	+2%	+$6.97M	0.02%	801
2026 Q1	$252M	Sell	6,553,093 -162,406	-2%	-$6.54M	0.02%	829
2025 Q4	$270M	Buy	6,715,499 +592,642	+10%	+$23.7M	0.02%	781
2025 Q3	$242M	Buy	6,122,857 +1,114,031	+22%	+$42.8M	0.01%	820
2025 Q2	$185M	Buy	5,008,826 +651,265	+15%	+$22.2M	0.01%	919
2025 Q1	$146M	Buy	4,357,561 +344,472	+9%	+$12.1M	0.01%	1008
2024 Q4	$140M	Buy	4,013,089 +978,372	+32%	+$34.3M	0.01%	1026
2024 Q3	$104M	Buy	3,034,717 +761,458	+33%	+$25.2M	0.01%	1207
2024 Q2	$73.3M	Buy	2,273,259 +2,111,598	+1,306%	+$65.9M	0.01%	1399
2024 Q1	$5.04M	Buy	161,661 +154,709	+2,225%	+$4.59M	﹤0.01%	3905
2023 Q4	$197K	Buy	6,952 +2,001	+40%	+$52.7K	﹤0.01%	5710
2023 Q3	$124K	Buy	4,951 +2,159	+77%	+$56K	﹤0.01%	5783
2023 Q2	$71.7K	Hold	2,792	–	–	﹤0.01%	6076
2023 Q1	$66.1K	Buy	2,792 +1,492	+115%	+$34.8K	﹤0.01%	6175
2022 Q4	$29.2K	Buy	+1,300	New	+$28.9K	﹤0.01%	6530

Other funds holding CGUS

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Morgan Stanley's CGUS Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Core Equity ETF (CGUS) stake by 2.5% in Q2 2026, buying an estimated $6.97M and bringing the position to 6,715,988 shares worth $299M. The position accounts for 0.02% of the portfolio, ranked #801.

Morgan Stanley first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Morgan Stanley held 6,715,988 shares of Capital Group Core Equity ETF worth $299M as of Q2 2026.
Morgan Stanley bought 162,895 Capital Group Core Equity ETF shares in Q2 2026, an estimated $6.97M.
Capital Group Core Equity ETF made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #801 holding.
Morgan Stanley first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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