Raymond James Financial
MSSM

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

Raymond James Financial’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
2025
Q3 		– Sell
-221
Closed -$10.3K – 6968
2025
Q2 		$10.3K Buy
+221
New +$9.61K ﹤0.01% 5915

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Raymond James Financial's MSSM Position: Q3 2025 in Review

Raymond James Financial sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q3 2025, closing a stake of 221 shares — an estimated $10.3K sold.

Raymond James Financial first reported a position in MSSM in Q2 2025 and held it in 1 quarter. The position peaked at $10.3K in Q2 2025. 17 funds tracked by Wall St. Rank hold MSSM as of Q3 2025.

  • Raymond James Financial reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 221 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q3 2025, an estimated $10.3K.
  • Raymond James Financial first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $10.3K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.