Financial Consulate’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Financial Consulate’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 Q3	$1.19K	Buy	+21	New	+$1.25K	﹤0.01%	1266

Other funds holding MSSM

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

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 MSSM Position: Q3 2026 in Review

Financial Consulate opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q3 2026: 21 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings.

5 funds tracked by Wall St. Rank hold MSSM as of Q3 2026.

Financial Consulate held 21 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.19K as of Q3 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Financial Consulate position in Q3 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1266 holding.
5 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2026.

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