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Morgan Stanley Etf Trust shares owned by Kondo Wealth Advisors

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

Historical chart of Kondo 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 Kondo 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 Kondo Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 17k 81.87
2025-06-30 $1.4M 18k 76.65
2025-03-31 $1.7M 25k 68.94
2024-12-31 $2.3M 31k 73.34

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Cathay General Ban (CATY)

View all positions for Kondo 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