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CVIECVIE
Showing 7 of 8 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in MORGAN STANLEY ETF TRUST

Yes. EP Wealth Advisors holds 171,263 shares of CVIE, worth $14.6M, as of its Q2 2026 13F filing. It increased the position by 204 shares (+0.1%) from Q1 2026. EP Wealth Advisors has held CVIE since Q2 2024, across 8 quarterly 13F filings. CVIE is 0.1% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$14.6M

Current Shares

171,263

Total Value Change

+$9.8M

Total Shares Change

+91,978

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
171,263
+0.1%
$14.6M0.1%$84.76
28
2026-Q1
Increased
171,059
+373.6%
$12.4M0.1%$71.83
45
2025-Q4
Decreased
36,117
-10.2%
$2.6M0.0%$70.41
0
2025-Q2
Decreased
40,206
-16.0%
$2.6M0.0%$63.24
0
2025-Q1
Decreased
47,869
-8.8%
$2.8M0.0%$55.64
0
2024-Q4
Decreased
52,507
-33.8%
$2.9M0.0%$52.85
0
2024-Q3
Decreased
79,285
-15.0%
$4.7M0.0%$56.85
0

Other major holders of CVIE: COMMONWEALTH EQUITY SERVICES, LLC

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