Beaird Harris Wealth Management’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Beaird Harris Wealth Management’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 Q1	–	Sell	-342	Closed	-$18.6K	–	733
2025 Q4	$18.6K	Hold	342	–	–	﹤0.01%	345
2025 Q3	$18.6K	Buy	+342	New	+$18K	﹤0.01%	339

Other funds holding MSLC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Beaird Harris Wealth Management's MSLC Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q1 2026, closing a stake of 342 shares — an estimated $18.6K sold.

Beaird Harris Wealth Management first reported a position in MSLC in Q3 2025 and held it in 2 quarters. The position peaked at $18.6K in Q4 2025. 30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

Beaird Harris Wealth Management reported no remaining Morgan Stanley Pathway Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 342 Morgan Stanley Pathway Large Cap Equity ETF shares in Q1 2026, an estimated $18.6K.
Beaird Harris Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q3 2025 and held it in 2 quarters.
Beaird Harris Wealth Management's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $18.6K in Q4 2025.
30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.