CVLC MORGAN STANLEY ETF TRUST

Ownership history in First Pacific Financial  ·  10 quarters on record

AI Ownership Summary

First Pacific Financial reported MORGAN STANLEY ETF TRUST (CVLC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows CVLC at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Pacific Financial's position in MORGAN STANLEY ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CVLC was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Pacific Financial held CVLC — position size vs. price
% of Fund (quarterly)    CVLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,539 -178 -0.8% 0.22% $1.7M 2026-04-23 $88.11
2025 Q4 ADDED 21,717 +12,851 +144.9% 0.24% $1.8M 2026-01-16 $85.55
2025 Q3 ADDED 8,866 +1,218 +15.9% 0.10% $726K 2025-10-21 $82.38
2025 Q2 ADDED 7,648 +1,460 +23.6% 0.09% $585K 2025-07-18 $77.10
2025 Q1 REDUCED 6,188 -3,428 -35.6% 0.09% $427K 2025-04-23 $65.54
2024 Q4 ADDED 9,616 +852 +9.7% 0.16% $705K 2025-01-15 $73.35
2024 Q3 ADDED 8,764 +1,373 +18.6% 0.15% $628K 2024-10-15 $71.15
2024 Q2 ADDED 7,391 +171 +2.4% 0.13% $502K 2024-07-19 $67.27
2024 Q1 ADDED 7,220 +6,374 +753.4% 0.13% $474K 2024-04-24 $61.70
2023 Q4 INITIATED 846 0.02% $51K 2024-01-18 $58.38

FAQ About First Pacific Financial and CVLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Pacific Financial reported owning CVLC?

First Pacific Financial reported CVLC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CVLC position in First Pacific Financial's portfolio?

The largest reported portfolio weight for CVLC was 0.24% in 2025 Q4.

What is the latest reported CVLC position on this page?

The most recent filing on this page is 2026 Q1, when First Pacific Financial reported 21,539 shares, equal to 0.22% of portfolio, with an estimated market value of $1.7M.

What does the chart on this CVLC ownership page compare?

The chart compares First Pacific Financial's quarterly CVLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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