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Morgan Stanley Etf Trust shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio 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 Sound Portfolio 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 Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 69k 80.06

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Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
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First Tr Exchange Traded Smid Risng Etf (SDVY)
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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio Advisors

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Sontag Advisory
Commonwealth Equity Services
Ameriprise Financial
O'Brien Wealth Partners
Rossby Financial, LCC
Mercer Global Advisors
Ogorek Anthony Joseph
EP Wealth Advisors
Joel Adams & Associates
Raymond James Financial
LongView Asset Management
North Berkeley Wealth Management
CWM
Sound Portfolio Advisors

View all funds holding Morgan Stanley Etf Trust