Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,768
Closed -$276K – 1518
2025
Q2 		$276K Sell
7,768
-2,070
-21% -$69.6K ﹤0.01% 1375
2025
Q1 		$336K Buy
9,838
+1,703
+21% +$62.6K ﹤0.01% 1232
2024
Q4 		$305K Buy
8,135
+136
+2% +$5.24K ﹤0.01% 1500
2024
Q3 		$303K Sell
7,999
-2,035
-20% -$74.5K ﹤0.01% 1445
2024
Q2 		$347K Buy
+10,034
New +$348K ﹤0.01% 1295

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Envestnet Portfolio Solutions's ISMD Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2025, closing a stake of 7,768 shares — an estimated $276K sold.

Envestnet Portfolio Solutions first reported a position in ISMD in Q2 2024 and held it in 5 quarters. The position peaked at $347K in Q2 2024. 75 funds tracked by Wall St. Rank hold ISMD as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,768 Inspire Small/Mid Cap Impact ETF shares in Q3 2025, an estimated $276K.
  • Envestnet Portfolio Solutions first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Inspire Small/Mid Cap Impact ETF position peaked at $347K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.