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McElhenny Sheffield Capital Management’s Inspire Global Hope ETF BLES Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio BLES Stock Details BLES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,564
Closed -$212K – 124
2021
Q3 		$212K Buy
+5,564
New +$218K 0.1% 111

Other funds holding BLES

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

McElhenny Sheffield Capital Management's BLES Position: Q4 2021 in Review

McElhenny Sheffield Capital Management sold out of Inspire Global Hope ETF (BLES) in Q4 2021, closing a stake of 5,564 shares — an estimated $212K sold.

McElhenny Sheffield Capital Management first reported a position in BLES in Q3 2021 and held it in 1 quarter. The position peaked at $212K in Q3 2021. 42 funds tracked by Wall St. Rank hold BLES as of Q4 2021.

  • McElhenny Sheffield Capital Management reported no remaining Inspire Global Hope ETF position as of Q4 2021 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 5,564 Inspire Global Hope ETF shares in Q4 2021, an estimated $212K.
  • McElhenny Sheffield Capital Management first reported a position in Inspire Global Hope ETF in Q3 2021 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Inspire Global Hope ETF position peaked at $212K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2021.

Based on McElhenny Sheffield Capital Management's 13F filing for Q4 2021, filed 12 Jan 2022.