Northwestern Mutual Wealth Management
MSSM

Northwestern Mutual Wealth Management’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Northwestern Mutual Wealth Management’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 		$22.9K Sell
444
-405
-48% -$21.6K ﹤0.01% 2752
2025
Q4 		$43K Buy
849
+755
+803% +$38.6K ﹤0.01% 2463
2025
Q3 		$4.78K Sell
94
-1,106
-92% -$54.1K ﹤0.01% 3160
2025
Q2 		$55.9K Buy
1,200
+1,133
+1,691% +$49.2K ﹤0.01% 2210
2025
Q1 		$2.89K Sell
67
-96
-59% -$4.46K ﹤0.01% 3064
2024
Q4 		$7.64K Buy
+163
New +$7.83K ﹤0.01% 2829

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's MSSM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) stake by 48% in Q1 2026, selling an estimated $21.6K and leaving 444 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

Northwestern Mutual Wealth Management first reported a position in MSSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.9K in Q2 2025. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 444 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $22.9K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 405 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $21.6K.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2752 holding.
  • Northwestern Mutual Wealth Management first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Northwestern Mutual Wealth Management's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $55.9K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.