EPG
MSLC

Estate Planners Group’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Estate Planners Group’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 		– Sell
-44
Closed -$2.42K – 453
2025
Q4 		$2.42K Buy
+44
New +$2.41K ﹤0.01% 396

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

Estate Planners Group's MSLC Position: Q1 2026 in Review

Estate Planners Group sold out of Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q1 2026, closing a stake of 44 shares — an estimated $2.42K sold.

Estate Planners Group first reported a position in MSLC in Q4 2025 and held it in 1 quarter. The position peaked at $2.42K in Q4 2025. 30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

  • Estate Planners Group reported no remaining Morgan Stanley Pathway Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 44 Morgan Stanley Pathway Large Cap Equity ETF shares in Q1 2026, an estimated $2.42K.
  • Estate Planners Group first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $2.42K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.