Morgan Stanley
CSMD icon

Morgan Stanley’s Congress SMid Growth ETF CSMD Stock Holding History

Morgan Stanley’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.5M Buy
1,578,980
+315,071
+25% +$10.4M ﹤0.01% 2123
2025
Q4 		$40M Buy
1,263,909
+759,571
+151% +$24.8M ﹤0.01% 2307
2025
Q3 		$16.8M Buy
504,338
+253,342
+101% +$8.19M ﹤0.01% 3044
2025
Q2 		$7.83M Buy
250,996
+244,712
+3,894% +$7.12M ﹤0.01% 3678
2025
Q1 		$174K Buy
6,284
+4,291
+215% +$127K ﹤0.01% 5789
2024
Q4 		$59.6K Hold
1,993
– – ﹤0.01% 6234
2024
Q3 		$59.6K Buy
+1,993
New +$58K ﹤0.01% 6163

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return