Morgan Stanley’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Morgan Stanley’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 Q1	–	Sell	-633	Closed	-$26.4K	–	8506
2025 Q4	$26.4K	Buy	633 +332	+110%	+$13.7K	﹤0.01%	6606
2025 Q3	$12.5K	Hold	301	–	–	﹤0.01%	6843
2025 Q2	$11.2K	Buy	301 +1	+0.3%	+$34	﹤0.01%	6822
2025 Q1	$9.99K	Hold	300	–	–	﹤0.01%	6798
2024 Q4	$11K	Sell	300 -1	-0.3%	-$38	﹤0.01%	6769
2024 Q3	$11K	Hold	301	–	–	﹤0.01%	6692
2024 Q2	$10.1K	Buy	301 +1	+0.3%	+$33	﹤0.01%	6677
2024 Q1	$10.4K	Sell	300 -302	-50%	-$9.6K	﹤0.01%	6689
2023 Q4	$18.7K	Buy	+602	New	+$16.9K	﹤0.01%	6685

Other funds holding TSME

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Morgan Stanley's TSME Position: Q1 2026 in Review

Morgan Stanley sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q1 2026, closing a stake of 633 shares — an estimated $26.4K sold.

Morgan Stanley first reported a position in TSME in Q4 2023 and held it in 9 quarters. The position peaked at $26.4K in Q4 2025. 34 funds tracked by Wall St. Rank hold TSME as of Q1 2026.

Morgan Stanley reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 633 Thrivent Small-Mid Cap ESG ETF shares in Q1 2026, an estimated $26.4K.
Morgan Stanley first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2023 and held it in 9 quarters.
Morgan Stanley's Thrivent Small-Mid Cap ESG ETF position peaked at $26.4K in Q4 2025.
34 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.