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Blue Trust Inc’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Blue Trust Inc’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79K Buy
+97
New +$3.67K ﹤0.01% 2084

Other funds holding BSMC

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Blue Trust Inc's BSMC Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Brandes US Small-Mid Cap Value ETF (BSMC) in Q2 2026: 97 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #2084 among its holdings.

9 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • Blue Trust Inc held 97 shares of Brandes US Small-Mid Cap Value ETF worth $3.79K as of Q2 2026.
  • Brandes US Small-Mid Cap Value ETF was a new Blue Trust Inc position in Q2 2026.
  • Brandes US Small-Mid Cap Value ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2084 holding.
  • 9 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.