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 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 +147,757	+1,063%	+$4.38M	﹤0.01%	3905
2023 Q4	$394K	Buy	13,904 +8,953	+181%	+$236K	﹤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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley's CGUS Position: Q1 2026 in Review

Morgan Stanley reduced its Capital Group Core Equity ETF (CGUS) stake by 2.4% in Q1 2026, selling an estimated $6.54M and leaving 6,553,093 shares worth $252M. The position accounts for 0.02% of the portfolio, ranked #829.

Morgan Stanley first reported a position in CGUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $270M in Q4 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Morgan Stanley held 6,553,093 shares of Capital Group Core Equity ETF worth $252M as of Q1 2026.
Morgan Stanley sold 162,406 Capital Group Core Equity ETF shares in Q1 2026, an estimated $6.54M.
Capital Group Core Equity ETF made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #829 holding.
Morgan Stanley first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 14 quarters since.
Morgan Stanley's Capital Group Core Equity ETF position peaked at $270M in Q4 2025.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.