CCWM
MSLC

Cassaday & Co Wealth Management’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Cassaday & Co 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 		$7.35K Buy
+142
New +$7.69K ﹤0.01% 923

Other funds holding MSLC

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
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

Cassaday & Co Wealth Management's MSLC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q1 2026: 142 shares worth $7.35K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings.

30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

  • Cassaday & Co Wealth Management held 142 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $7.35K as of Q1 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #923 holding.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.