Morgan Stanley
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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
Q2 		$62.2M Buy
1,704,599
+125,619
+8% +$4.22M ﹤0.01% 2010
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 $7.39B AUM 20.5% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley's CSMD Position: Q2 2026 in Review

Morgan Stanley increased its Congress SMid Growth ETF (CSMD) stake by 8% in Q2 2026, buying an estimated $4.22M and bringing the position to 1,704,599 shares worth $62.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Morgan Stanley first reported a position in CSMD in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Morgan Stanley held 1,704,599 shares of Congress SMid Growth ETF worth $62.2M as of Q2 2026.
  • Morgan Stanley bought 125,619 Congress SMid Growth ETF shares in Q2 2026, an estimated $4.22M.
  • Congress SMid Growth ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2010 holding.
  • Morgan Stanley first reported a position in Congress SMid Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

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