BCWM
MSSM

Bartlett & Co Wealth Management’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q1 		– Sell
-42
Closed -$1.97K – 1274
2024
Q4 		$1.97K Buy
+42
New +$2.02K ﹤0.01% 1036

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bartlett & Co Wealth Management's MSSM Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2025, closing a stake of 42 shares — an estimated $1.97K sold.

Bartlett & Co Wealth Management first reported a position in MSSM in Q4 2024 and held it in 1 quarter. The position peaked at $1.97K in Q4 2024. 14 funds tracked by Wall St. Rank hold MSSM as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 42 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2025, an estimated $1.97K.
  • Bartlett & Co Wealth Management first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $1.97K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.