Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

CVMCCVMC
2 quarters

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

EP Wealth Advisors, LLC holds 116,055 shares of CVMC (MORGAN STANLEY ETF TRUST), worth $8.8M as of 2026-Q2. The position was increased (+5.6% shares). CVMC represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$8.8M

Current Shares

116,055

Total Value Change

+$1.8M

Total Shares Change

+6,171

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
116,055
+5.6%
$8.8M0.0%$76.13
29
2026-Q1
New
109,884
-
$7M0.0%$67.25
38

Other major holders of CVMC: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used