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Morgan Stanley Etf Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Morgan Stanley Etf Trust

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 41k 81.87
2025-06-30 $3.1M 41k 76.54
2025-03-31 $2.8M 41k 68.94
2024-12-31 $3.0M 41k 73.34

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Ishares Core Msci Emkt (IEMG)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Microsoft Corporation (MSFT)
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View all positions for Creative Planning

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Sontag Advisory
Commonwealth Equity Services
Ameriprise Financial
O'Brien Wealth Partners
Mercer Global Advisors
Ogorek Anthony Joseph
Rossby Financial, LCC
LongView Asset Management
Raymond James Financial
CWM
Joel Adams & Associates
Sandbox Financial Partners
Global Endowment Management
Creative Planning

View all funds holding Morgan Stanley Etf Trust