Trademark Financial Management LLC Makes New $1.13 Million Investment in Thrivent Small-Mid Cap ESG ETF (NYSEARCA:TSME)

Trademark Financial Management LLC acquired a new stake in shares of Thrivent Small-Mid Cap ESG ETF (NYSEARCA:TSME) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 30,849 shares of the company’s stock, valued at approximately $1,131,000. Thrivent Small-Mid Cap ESG ETF accounts for about 0.9% of Trademark Financial Management LLC’s investment portfolio, making the stock its 26th largest position. Trademark Financial Management LLC owned approximately 0.69% of Thrivent Small-Mid Cap ESG ETF as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Thrivent Financial for Lutherans increased its stake in Thrivent Small-Mid Cap ESG ETF by 5.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,861,997 shares of the company’s stock worth $68,186,000 after buying an additional 95,540 shares during the period. Spire Wealth Management acquired a new stake in shares of Thrivent Small-Mid Cap ESG ETF during the fourth quarter valued at about $55,000. Finally, Sunbelt Securities Inc. purchased a new stake in shares of Thrivent Small-Mid Cap ESG ETF during the third quarter worth about $44,000.

Thrivent Small-Mid Cap ESG ETF Stock Performance

Shares of TSME opened at $37.77 on Friday. Thrivent Small-Mid Cap ESG ETF has a one year low of $31.40 and a one year high of $40.60. The stock has a 50-day moving average price of $37.83 and a 200 day moving average price of $36.89. The company has a market capitalization of $169.97 million, a P/E ratio of 19.26 and a beta of 1.19.

Thrivent Small-Mid Cap ESG ETF Company Profile

The Thrivent Small-Mid Cap ESG ETF (TSME) is an exchange-traded fund that mostly invests in extended market equity. The fund is an actively managed, non-transparent ETF that invests in stocks of global mid- and small-cap companies screened for long-term sustainable business models and ESG commitment.