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

Creative Planning’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	–	Sell	-9,802	Closed	-$507K	–	4419
2026 Q1	$507K	Buy	+9,802	New	+$531K	﹤0.01%	3020

Other funds holding MSLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Creative Planning's MSLC Position: Q2 2026 in Review

Creative Planning sold out of Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q2 2026, closing a stake of 9,802 shares — an estimated $507K sold.

Creative Planning first reported a position in MSLC in Q1 2026 and held it in 1 quarter. The position peaked at $507K in Q1 2026. 34 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

Creative Planning reported no remaining Morgan Stanley Pathway Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 9,802 Morgan Stanley Pathway Large Cap Equity ETF shares in Q2 2026, an estimated $507K.
Creative Planning first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
Creative Planning's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $507K in Q1 2026.
34 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.