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Morgan Stanley Etf Trust shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 236 82.91

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for Cornerstone Planning Group

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