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Morgan Stanley Etf Trust shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Morgan Stanley Etf Trust

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All positions including Morgan Stanley Etf Trust held by Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 17k 68.23
2025-06-30 $1.1M 17k 65.10
2025-03-31 $972k 17k 57.90
2024-12-31 $856k 16k 55.17

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Ishares Core Msci Emkt (IEMG)
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Microsoft Corporation (MSFT)
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View all positions for Creative Planning

Top funds holding Morgan Stanley Etf Trust

Commonwealth Equity Services
Sontag Advisory
Rossby Financial, LCC
Ameriprise Financial
Pensionmark Financial Group
LongView Asset Management
O'Brien Wealth Partners
Mercer Global Advisors
D. J. St. Germain
Gateway Wealth Partners
Archer Investment Management
EP Wealth Advisors
Raymond James Financial
Northwestern Mutual Wealth Management Company
Modern Wealth Management

View all funds holding Morgan Stanley Etf Trust