EWA
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EverSource Wealth Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$1.42M Buy
35,546
+2,254
+7% +$92.6K 0.04% 296
2025
Q4 		$1.28M Buy
33,292
+4,243
+15% +$163K 0.05% 276
2025
Q3 		$1.13M Sell
29,049
-1,373
-5% -$51.7K 0.04% 284
2025
Q2 		$1.08M Sell
30,422
-551
-2% -$18.5K 0.05% 259
2025
Q1 		$1.06M Sell
30,973
-1,290
-4% -$47.4K 0.06% 232
2024
Q4 		$1.21M Sell
32,263
-3,567
-10% -$137K 0.07% 214
2024
Q3 		$1.36M Sell
35,830
-14,451
-29% -$529K 0.09% 179
2024
Q2 		$1.93M Buy
50,281
+12,643
+34% +$439K 0.13% 137
2024
Q1 		$1.28M Sell
37,638
-29,811
-44% -$1.02M 0.1% 159
2023
Q4 		$2.34M Buy
67,449
+3,508
+5% +$109K 0.21% 98
2023
Q3 		$1.94M Buy
63,941
+793
+1% +$25.6K 0.21% 106
2023
Q2 		$2.03M Buy
63,148
+23,630
+60% +$723K 0.22% 101
2023
Q1 		$1.23M Buy
39,518
+5,652
+17% +$180K 0.15% 123
2022
Q4 		$1.02M Buy
33,866
+963
+3% +$28.9K 0.15% 117
2022
Q3 		$901K Buy
32,903
+5,722
+21% +$174K 0.21% 91
2022
Q2 		$776K Buy
27,181
+105
+0.4% +$3.24K 0.2% 94
2022
Q1 		$899K Buy
27,076
+26,586
+5,426% +$883K 0.23% 82
2021
Q4 		$17K Buy
+490
New +$18K ﹤0.01% 748

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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 $761B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return