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Morgan Stanley Etf Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVIE) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Morgan Stanley Etf Trust

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All positions including Morgan Stanley Etf Trust held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 239k 68.23
2025-06-30 $16M 249k 65.10
2025-03-31 $9.7M 168k 57.90

More positions owned by Pensionmark Financial Group

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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