Focus Financial Network’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Focus Financial Network’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 Q2	$414K	Buy	+8,251	New	+$376K	0.01%	534
2020 Q1	–	Sell	-22,090	Closed	-$623K	–	399
2019 Q4	$623K	Buy	22,090 +3,615	+20%	+$98.1K	0.08%	216
2019 Q3	$488K	Sell	18,475 -3,590	-16%	-$93.7K	0.07%	229
2019 Q2	$591K	Buy	22,065 +2,440	+12%	+$64.6K	0.09%	198
2019 Q1	$517K	Buy	+19,625	New	+$507K	0.08%	202

Other funds holding ISMD

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return