Colonial Trust Advisors’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Colonial Trust Advisors’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	$5.37K	Buy	+104	New	+$5.55K	﹤0.01%	600

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Colonial Trust Advisors's MSSM Position: Q1 2026 in Review

Colonial Trust Advisors opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026: 104 shares worth $5.37K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

Colonial Trust Advisors held 104 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $5.37K as of Q1 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Colonial Trust Advisors position in Q1 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #600 holding.
21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.