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
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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 |
|---|---|---|---|
| 2025-06-30 | $2.6M | 40k | 65.10 |
| 2025-03-31 | $2.8M | 48k | 57.90 |
| 2024-12-31 | $2.9M | 53k | 55.17 |
| 2024-09-30 | $4.7M | 79k | 59.91 |
| 2024-06-30 | $5.3M | 93k | 56.35 |