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Morgan Stanley Etf Trust shares owned by Kondo Wealth Advisors

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

Historical chart of Kondo 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 Kondo 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 Kondo Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $948k 14k 68.23
2025-06-30 $948k 15k 64.91
2025-03-31 $1.0M 18k 57.90
2024-12-31 $1.2M 22k 55.17

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Cathay General Ban (CATY)

View all positions for Kondo Wealth Advisors

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