MCA
THRO

MSH Capital Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

MSH Capital Advisors’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$499K Hold
13,770
– – 0.11% 177
2025
Q4 		$531K Buy
13,770
+283
+2% +$10.8K 0.11% 174
2025
Q3 		$511K Buy
13,487
+5,885
+77% +$215K 0.14% 166
2025
Q2 		$270K Buy
+7,602
New +$250K 0.08% 203

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MSH Capital Advisors's THRO Position: Q1 2026 in Review

MSH Capital Advisors held its iShares U.S. Thematic Rotation Active ETF (THRO) position steady in Q1 2026 at 13,770 shares worth $499K. The position accounts for 0.11% of the portfolio, ranked #177.

MSH Capital Advisors first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $531K in Q4 2025. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • MSH Capital Advisors held 13,770 shares of iShares U.S. Thematic Rotation Active ETF worth $499K as of Q1 2026.
  • MSH Capital Advisors left its iShares U.S. Thematic Rotation Active ETF share count unchanged in Q1 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 0.11% of MSH Capital Advisors's portfolio in Q1 2026, its #177 holding.
  • MSH Capital Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • MSH Capital Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $531K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.