Plum Street Advisors »

Morgan Stanley Etf Trust shares owned by Plum Street Advisors

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

Historical chart of Plum Street 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 Plum Street Advisors 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 Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 2.2k 94.47

More positions owned by Plum Street Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Msci Emrg Chn (EMXC)
World Gold Tr Spdr Gld Minis (GLDM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Trus Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 3yrtb Etf (ISHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Plum Street Advisors

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Sontag Advisory
Commonwealth Equity Services
Ameriprise Financial
Rossby Financial, LCC
Mercer Global Advisors
Colony
Ogorek Anthony Joseph
EP Wealth Advisors
Joel Adams & Associates
Raymond James Financial
North Berkeley Wealth Management
Modern Wealth Management
Global Endowment Management
CWM

View all funds holding Morgan Stanley Etf Trust