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Blue Trust Inc’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Blue Trust Inc’s Portfolio TSME Stock Details TSME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-363
Closed -$15.1K – 2652
2026
Q1 		$15.1K Buy
+363
New +$16K ﹤0.01% 1726

Other funds holding TSME

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

Blue Trust Inc sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2026, closing a stake of 363 shares — an estimated $15.1K sold.

Blue Trust Inc first reported a position in TSME in Q1 2026 and held it in 1 quarter. The position peaked at $15.1K in Q1 2026. 11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

  • Blue Trust Inc reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 363 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $15.1K.
  • Blue Trust Inc first reported a position in Thrivent Small-Mid Cap ESG ETF in Q1 2026 and held it in 1 quarter.
  • Blue Trust Inc's Thrivent Small-Mid Cap ESG ETF position peaked at $15.1K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

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