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
Q2 		$15.1K Sell
243
-201
-45% -$11.6K ﹤0.01% 2981
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 $1.89T 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 40.89% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Northwestern Mutual Wealth Management's MSSM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) stake by 45% in Q2 2026, selling an estimated $11.6K and leaving 243 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Northwestern Mutual Wealth Management first reported a position in MSSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.9K in Q2 2025. 21 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 243 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $15.1K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 201 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q2 2026, an estimated $11.6K.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2981 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 7 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 Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.