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Morgan Stanley Etf Trust shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVIE) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 26 85.00

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Morgan Stanley Etf Trust

Commonwealth Equity Services
Sontag Advisory
Rossby Financial, LCC
Ameriprise Financial
Pensionmark Financial Group
EP Wealth Advisors
North Berkeley Wealth Management
D. J. St. Germain
Morgan Stanley
Raymond James Financial
Mercer Global Advisors
Modern Wealth Management
Susquehanna International
Tompkins Financial Corp
Gateway Wealth Partners

View all funds holding Morgan Stanley Etf Trust