Thrivent Financial for Lutherans
MSML

Thrivent Financial for Lutherans’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Thrivent Financial for Lutherans’s Portfolio MSML Stock Details MSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,046
Closed -$752K – 2470
2022
Q1 		$752K Buy
+14,046
New +$745K ﹤0.01% 1987
2020
Q3 		– Hold
0
– – – 939

Other funds holding MSML

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AAS
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thrivent Financial for Lutherans's MSML Position: Q2 2022 in Review

Thrivent Financial for Lutherans sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2022, closing a stake of 14,046 shares — an estimated $752K sold.

Thrivent Financial for Lutherans first reported a position in MSML in Q1 2022 and held it in 1 quarter. The position peaked at $752K in Q1 2022. 60 funds tracked by Wall St. Rank hold MSML as of Q2 2022.

  • Thrivent Financial for Lutherans reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 14,046 iShares MSCI USA Small-Cap ETF shares in Q2 2022, an estimated $752K.
  • Thrivent Financial for Lutherans first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's iShares MSCI USA Small-Cap ETF position peaked at $752K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2022.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2022, filed 16 Aug 2022.