AssetMark Inc
MSSM

AssetMark Inc’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

AssetMark Inc’s Portfolio MSSM Stock Details MSSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$867 Hold
14
– – ﹤0.01% 3182
2026
Q1 		$723 Buy
+14
New +$747 ﹤0.01% 3103
2025
Q3 		– Sell
-34
Closed -$1.58K – 3277
2025
Q2 		$1.58K Sell
34
-18
-35% -$782 ﹤0.01% 2496
2025
Q1 		$2.24K Buy
+52
New +$2.42K ﹤0.01% 2154

Other funds holding MSSM

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

AssetMark Inc's MSSM Position: Q2 2026 in Review

AssetMark Inc held its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) position steady in Q2 2026 at 14 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

AssetMark Inc first reported a position in MSSM in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q1 2025. 7 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • AssetMark Inc held 14 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $867 as of Q2 2026.
  • AssetMark Inc left its Morgan Stanley Pathway Small-Mid Cap Equity ETF share count unchanged in Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3182 holding.
  • AssetMark Inc first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $2.24K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.