APW
MSLC

Aventura Private Wealth’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Aventura Private Wealth’s Portfolio MSLC Stock Details MSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75K Hold
1,277
– – 0.02% 292
2026
Q1 		$66.1K Hold
1,277
– – 0.02% 277
2025
Q4 		$69.5K Buy
+1,277
New +$69.9K 0.03% 249

Other funds holding MSLC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Aventura Private Wealth's MSLC Position: Q2 2026 in Review

Aventura Private Wealth held its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) position steady in Q2 2026 at 1,277 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #292.

Aventura Private Wealth first reported a position in MSLC in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

  • Aventura Private Wealth held 1,277 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $75K as of Q2 2026.
  • Aventura Private Wealth left its Morgan Stanley Pathway Large Cap Equity ETF share count unchanged in Q2 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #292 holding.
  • Aventura Private Wealth first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.