Morgan Stanley’s Calvert US Select Equity ETF CVSE Stock Holding History

Morgan Stanley’s Portfolio CVSE Stock Details CVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-166,602	Closed	-$10.8M	–	8132
2025 Q1	$10.8M	Sell	166,602 -73,000	-30%	-$4.94M	﹤0.01%	3269
2024 Q4	$16.2M	Sell	239,602 -10,000	-4%	-$693K	﹤0.01%	2966
2024 Q3	$17.1M	Sell	249,602 -150,398	-38%	-$9.88M	﹤0.01%	2947
2024 Q2	$25.7M	Hold	400,000	–	–	﹤0.01%	2394
2024 Q1	$25.5M	Sell	400,000 -400,000	-50%	-$24.1M	﹤0.01%	2426
2023 Q4	$46M	Buy	800,000 +400,000	+100%	+$21.3M	﹤0.01%	2549
2023 Q3	$20.4M	Hold	400,000	–	–	﹤0.01%	2424
2023 Q2	$21.6M	Hold	400,000	–	–	﹤0.01%	2398
2023 Q1	$20.2M	Buy	+400,000	New	+$19.9M	﹤0.01%	2404

Other funds holding CVSE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley's CVSE Position: Q2 2025 in Review

Morgan Stanley sold out of Calvert US Select Equity ETF (CVSE) in Q2 2025, closing a stake of 166,602 shares — an estimated $10.8M sold.

Morgan Stanley first reported a position in CVSE in Q1 2023 and held it in 9 quarters. The position peaked at $46M in Q4 2023. 10 funds tracked by Wall St. Rank hold CVSE as of Q2 2025.

Morgan Stanley reported no remaining Calvert US Select Equity ETF position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 166,602 Calvert US Select Equity ETF shares in Q2 2025, an estimated $10.8M.
Morgan Stanley first reported a position in Calvert US Select Equity ETF in Q1 2023 and held it in 9 quarters.
Morgan Stanley's Calvert US Select Equity ETF position peaked at $46M in Q4 2023.
10 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.