Legacy Wealth Management (Mississippi)’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Legacy Wealth Management (Mississippi)’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	$759K	Hold	14,494	–	–	0.19%	62
2026 Q1	$603K	Sell	14,494 -615	-4%	-$27.1K	0.17%	63
2025 Q4	$629K	Buy	15,109 +2,580	+21%	+$107K	0.17%	60
2025 Q3	$520K	Buy	12,529 +5,562	+80%	+$224K	0.16%	64
2025 Q2	$260K	Buy	+6,967	New	+$239K	0.08%	79
2024 Q2	–	Sell	-14,012	Closed	-$485K	–	75
2024 Q1	$485K	Sell	14,012 -85	-0.6%	-$2.7K	0.22%	59
2023 Q4	$436K	Sell	14,097 -21,980	-61%	-$618K	0.21%	64
2023 Q3	$1M	Sell	36,077 -415	-1%	-$12.1K	0.52%	45
2023 Q2	$1.06M	Sell	36,492 -380	-1%	-$10.3K	0.53%	46
2023 Q1	$1.03M	Buy	36,872 +140	+0.4%	+$3.97K	0.57%	42
2022 Q4	$969K	Buy	+36,732	New	+$969K	0.57%	43

Other funds holding TSME

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s TSME Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) held its Thrivent Small-Mid Cap ESG ETF (TSME) position steady in Q2 2026 at 14,494 shares worth $759K. The position accounts for 0.19% of the portfolio, ranked #62.

Legacy Wealth Management (Mississippi) first reported a position in TSME in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2023. 11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

Legacy Wealth Management (Mississippi) held 14,494 shares of Thrivent Small-Mid Cap ESG ETF worth $759K as of Q2 2026.
Legacy Wealth Management (Mississippi) left its Thrivent Small-Mid Cap ESG ETF share count unchanged in Q2 2026.
Thrivent Small-Mid Cap ESG ETF made up 0.19% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #62 holding.
Legacy Wealth Management (Mississippi) first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2022 and has held it in 11 quarters since.
Legacy Wealth Management (Mississippi)'s Thrivent Small-Mid Cap ESG ETF position peaked at $1.06M in Q2 2023.
11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.