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Morgan Stanley Etf Trust shares owned by Betterment

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVSB) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Morgan Stanley Etf Trust

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 26k 50.72
2025-06-30 $1.0M 20k 50.66
2025-03-31 $224k 4.4k 50.67

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Morgan Stanley Etf Trust

Valley Financial Group
LPL Financial
Pathstone Holdings
Commonwealth Equity Services
Private Advisor
Betterment
Dynamic Advisors Solutions
Personal Resources Investment & Strategic Management
Cambridge Investment Research Advisors
Advisor Group Holdings
Goldman Sachs Group
PFG Investments
Natural Investments
Global Retirement Partners
Jane Street

View all funds holding Morgan Stanley Etf Trust