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Morgan Stanley Etf Trust shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management investment in Morgan Stanley Etf Trust

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All positions including Morgan Stanley Etf Trust held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $91k 1.3k 68.23
2025-06-30 $87k 1.3k 65.10
2025-03-31 $78k 1.3k 57.90
2024-12-31 $74k 1.3k 55.17
2024-09-30 $80k 1.3k 59.91

More positions owned by Evermay Wealth Management

Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Evermay Wealth Management

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