Sarver Vrooman Wealth Advisors’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Sarver Vrooman Wealth Advisors’s Portfolio MSLC Stock Details MSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.68K	Hold	79	–	–	﹤0.01%	127
2026 Q1	$4.09K	Hold	79	–	–	﹤0.01%	120
2025 Q4	$4.3K	Hold	79	–	–	﹤0.01%	119
2025 Q3	$4.3K	Hold	79	–	–	﹤0.01%	117
2025 Q2	$4.03K	Buy	+79	New	+$3.73K	﹤0.01%	114

Other funds holding MSLC

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MSLC Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) position steady in Q2 2026 at 79 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Sarver Vrooman Wealth Advisors first reported a position in MSLC in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

Sarver Vrooman Wealth Advisors held 79 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $4.68K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its Morgan Stanley Pathway Large Cap Equity ETF share count unchanged in Q2 2026.
Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Sarver Vrooman Wealth Advisors first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.