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Morgan Stanley Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVIE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 79k 59.91
2024-06-30 $5.3M 93k 56.35

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View all positions for EP Wealth Advisors

Top funds holding Morgan Stanley Etf Trust

Commonwealth Equity Services
Morgan Stanley
Jane Street
O'Brien Wealth Partners
D. J. St. Germain
EP Wealth Advisors
Sanctuary Advisors
Raymond James Financial Services Advisors
Cary Street Partner Investment Advisory
Wealthgarden F.s
Financial Engines Advisors L.L.C
RW Investment Management
Raymond James & Associates
Per Stirling Capital Management
Ironwood Investment Counsel

View all funds holding Morgan Stanley Etf Trust