IWC
MSSM

Integrated Wealth Concepts’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Integrated Wealth Concepts’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
Q2 		$2.17K Buy
+35
New +$2.02K ﹤0.01% 5326

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Integrated Wealth Concepts's MSSM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q2 2026: 35 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #5326 among its holdings.

22 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Integrated Wealth Concepts held 35 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $2.17K as of Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5326 holding.
  • 22 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.