Sontag Advisory »

Morgan Stanley Etf Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $59M 716k 81.87
2025-06-30 $15M 197k 76.54

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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