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Morgan Stanley Etf Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley Etf Trust shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $809 16 50.56

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Morgan Stanley Etf Trust

LPL Financial
Kestra Private Wealth Services
Bensler
Commonwealth Equity Services
Raymond James Financial
Berkeley
UBS Group
Brookwood Investment Group
Kraft, Davis & Associates
Hennion & Walsh Asset Management
Cambridge Investment Research Advisors
Envestnet Asset Management
TBH Global Asset Management
HBW Advisory Services
CI Private Wealth

View all funds holding Morgan Stanley Etf Trust