CVMC MORGAN STANLEY ETF TRUST

Ownership history in First Pacific Financial  ·  9 quarters on record

This page tracks every 13F SEC filing in which First Pacific Financial reported a position in MORGAN STANLEY ETF TRUST (CVMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.32% (2024 Q1)
Avg. % of fund
2.47%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 242,692 +13,830 +6.0% 2.03% $15.6M $64.13
2025 Q3 ADDED 228,862 +13,400 +6.2% 2.02% $14.5M $63.22
2025 Q2 ADDED 215,462 +26,920 +14.3% 1.93% $13.1M $60.21
2025 Q1 ADDED 188,542 +12,613 +7.2% 2.17% $10.7M $56.09
2024 Q4 ADDED 175,929 +8,081 +4.8% 2.43% $10.5M $58.56
2024 Q3 REDUCED 167,848 -46,308 -21.6% 2.36% $10.1M $59.04
2024 Q2 ADDED 214,156 +8,876 +4.3% 3.03% $11.8M $53.93
2024 Q1 ADDED 205,280 +24,591 +13.6% 3.32% $11.9M $56.45
2023 Q4 INITIATED 180,689 2.95% $9.7M
% of Fund (quarterly)    CVMC price (monthly, adj. close)
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