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Morgan Stanley Etf Trust shares owned by EP Wealth Advisors

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

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 125k 80.06

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Morgan Stanley Etf Trust

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

View all funds holding Morgan Stanley Etf Trust