Evermay Wealth Management »

Morgan Stanley Etf Trust shares owned by Evermay Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 1.7k 71.64

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Commonwealth Equity Services
O'Brien Wealth Partners
Morgan Stanley
Raymond James Financial Services Advisors
WCG Wealth Advisors
Sandbox Financial Partners
Goldman Sachs Group
Gyl Financial Synergies
RW Investment Management
Sanctuary Advisors
Orion Portfolio Solutions
Cambridge Investment Research Advisors
Raymond James & Associates
Fulcrum Capital

View all funds holding Morgan Stanley Etf Trust