B. Riley Wealth Advisors’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

B. Riley Wealth Advisors’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	$264K	Hold	4,520	–	–	0.01%	665
2026 Q1	$228K	Hold	4,520	–	–	0.01%	675
2025 Q4	$246K	Buy	+4,520	New	+$247K	0.01%	786

Other funds holding MSLC

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

B. Riley Wealth Advisors's MSLC Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) position steady in Q2 2026 at 4,520 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #665.

B. Riley Wealth Advisors first reported a position in MSLC in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

B. Riley Wealth Advisors held 4,520 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $264K as of Q2 2026.
B. Riley Wealth Advisors left its Morgan Stanley Pathway Large Cap Equity ETF share count unchanged in Q2 2026.
Morgan Stanley Pathway Large Cap Equity ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #665 holding.
B. Riley Wealth Advisors first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.