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Morgan Stanley Etf Trust shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.3M 47k 68.95
2024-12-31 $3.7M 51k 73.35
2024-09-30 $3.6M 50k 71.63
2024-06-30 $3.4M 50k 67.87

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG 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