Jones Financial Companies
MSSM

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

Jones Financial Companies’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
Q1 		– Sell
-344
Closed -$17.4K – 4945
2025
Q4 		$17.4K Buy
+344
New +$17.6K ﹤0.01% 2998
2025
Q2 		– Sell
-21
Closed -$909 – 4190
2025
Q1 		$909 Buy
+21
New +$976 ﹤0.01% 3424

Other funds holding MSSM

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

Jones Financial Companies's MSSM Position: Q1 2026 in Review

Jones Financial Companies sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026, closing a stake of 344 shares — an estimated $17.4K sold.

Jones Financial Companies first reported a position in MSSM in Q1 2025 and held it in 2 quarters. The position peaked at $17.4K in Q4 2025. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Jones Financial Companies reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 344 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $17.4K.
  • Jones Financial Companies first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Jones Financial Companies's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $17.4K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.