Inspire Investing’s ENI E Stock Holding History

Inspire Investing’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	$433K	Sell	7,645 -316	-4%	-$14.2K	0.03%	854
2025 Q4	$302K	Buy	7,961 +493	+7%	+$18.1K	0.03%	814
2025 Q3	$261K	Buy	7,468 +626	+9%	+$21.6K	0.03%	825
2025 Q2	$222K	Buy	+6,842	New	+$203K	0.02%	806
2024 Q1	–	Sell	-25,876	Closed	-$880K	–	814
2023 Q4	$880K	Buy	25,876 +2,859	+12%	+$93K	0.1%	229
2023 Q3	$735K	Sell	23,017 -1,266	-5%	-$39K	0.09%	221
2023 Q2	$699K	Buy	+24,283	New	+$704K	0.08%	235

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