CFD
MSLC

Creative Financial Designs’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Creative Financial Designs’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
Q2 		$17.3K Buy
+294
New +$16.8K ﹤0.01% 1355

Other funds holding MSLC

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Creative Financial Designs's MSLC Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q2 2026: 294 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings.

11 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

  • Creative Financial Designs held 294 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $17.3K as of Q2 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF was a new Creative Financial Designs position in Q2 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1355 holding.
  • 11 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.