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

Financial Consulate’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 Q3	$6.36K	Buy	+106	New	+$6.36K	﹤0.01%	833

Other funds holding MSLC

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Financial Consulate's MSLC Position: Q3 2026 in Review

Financial Consulate opened a new position in Morgan Stanley Pathway Large Cap Equity ETF (MSLC) in Q3 2026: 106 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

9 funds tracked by Wall St. Rank hold MSLC as of Q3 2026.

Financial Consulate held 106 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $6.36K as of Q3 2026.
Morgan Stanley Pathway Large Cap Equity ETF was a new Financial Consulate position in Q3 2026.
Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #833 holding.
9 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.