Beaird Harris Wealth Management’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Beaird Harris 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
2026 Q1	–	Sell	-82	Closed	-$4.15K	–	734
2025 Q4	$4.15K	Hold	82	–	–	﹤0.01%	454
2025 Q3	$4.17K	Buy	+82	New	+$4.01K	﹤0.01%	441

Other funds holding MSSM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

CTA

Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

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

Beaird Harris Wealth Management sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026, closing a stake of 82 shares — an estimated $4.15K sold.

Beaird Harris Wealth Management first reported a position in MSSM in Q3 2025 and held it in 2 quarters. The position peaked at $4.17K in Q3 2025. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

Beaird Harris Wealth Management reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 82 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $4.15K.
Beaird Harris Wealth Management first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q3 2025 and held it in 2 quarters.
Beaird Harris Wealth Management's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $4.17K in Q3 2025.
21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

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