Carson Wealth (CWM LLC)’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-72	Closed	-$3K	–	5627
2025 Q2	$3K	Buy	+72	New	+$3.13K	﹤0.01%	4837

Other funds holding MSSM

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q3 2025, closing a stake of 72 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in MSSM in Q2 2025 and held it in 1 quarter. The position peaked at $3K in Q2 2025. 17 funds tracked by Wall St. Rank hold MSSM as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 72 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q3 2025, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q2 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $3K in Q2 2025.
17 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2025.

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