Carson Wealth (CWM LLC)
MSLC

Carson Wealth (CWM LLC)’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-278
Closed -$14K – 5626
2025
Q2 		$14K Buy
+278
New +$13.1K ﹤0.01% 4137

Other funds holding MSLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MSLC Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q3 2025, closing a stake of 278 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in MSLC in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 20 funds tracked by Wall St. Rank hold MSLC as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Morgan Stanley Pathway Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 278 Morgan Stanley Pathway Large Cap Equity ETF shares in Q3 2025, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Morgan Stanley Pathway Large Cap Equity ETF position peaked at $14K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.