Inspire Advisors’s ENI E Stock Holding History

Inspire Advisors’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$837K	Sell	14,788 -1,519	-9%	-$68.1K	0.07%	225
2025 Q4	$619K	Sell	16,307 -599	-4%	-$22K	0.06%	270
2025 Q3	$591K	Buy	16,906 +89	+0.5%	+$3.07K	0.06%	273
2025 Q2	$545K	Sell	16,817 -966	-5%	-$28.7K	0.06%	272
2025 Q1	$550K	Sell	17,783 -1,498	-8%	-$43.7K	0.06%	238
2024 Q4	$528K	Buy	19,281 +1,498	+8%	+$43.9K	0.06%	232
2024 Q3	$539K	Buy	17,783 +732	+4%	+$22.9K	0.07%	230
2024 Q2	$525K	Sell	17,051 -1,013	-6%	-$32.1K	0.07%	192
2024 Q1	$573K	Buy	18,064 +2,382	+15%	+$75.5K	0.08%	180
2023 Q4	$533K	Buy	15,682 +2,540	+19%	+$82.6K	0.08%	167
2023 Q3	$420K	Buy	13,142 +554	+4%	+$17.1K	0.07%	149
2023 Q2	$362K	Buy	12,588 +2,304	+22%	+$66.8K	0.07%	134
2023 Q1	$288K	Buy	10,284 +911	+10%	+$26.7K	0.07%	122
2022 Q4	$269K	Sell	9,373 -302	-3%	-$8.14K	0.07%	112
2022 Q3	$205K	Buy	+9,675	New	+$223K	0.06%	121
2021 Q1	–	Sell	-3,701	Closed	-$76K	–	265
2020 Q4	$76K	Buy	+3,701	New	+$67K	0.03%	174

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return