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Morgan Stanley Etf Trust shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in Morgan Stanley Etf Trust

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All positions including Morgan Stanley Etf Trust held by Heritage 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 4.9k 81.87
2025-06-30 $404k 5.3k 76.54
2025-03-31 $262k 3.8k 68.94

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Berkshire Hathaway Cl B CL B (BRK.B)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Automatic Data Processing (ADP)
Merck & Co (MRK)
Wal-Mart Stores (WMT)

View all positions for Heritage Wealth Advisors

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