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Morgan Stanley Etf Trust shares owned by Strategic Financial Planning

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by Strategic Financial Planning from 13F filings

Historical chart of Strategic Financial Planning investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Strategic Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 56k 23.52

More positions owned by Strategic Financial Planning

Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange-traded F Betabuildrs Us (BBUS)
American Centy Etf Tr Avantis Responsi (AVSE)
Hp (HPQ)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Spdr Ser Tr Bloomberg Emg Mk (EMHC)
Investment Managers Ser Tr I Axs Change Finan

View all positions for Strategic Financial Planning

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
Colony
Joel Adams & Associates
Raymond James Financial
LongView Asset Management
North Berkeley Wealth Management
CWM

View all funds holding Morgan Stanley Etf Trust