Morgan Stanley
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Morgan Stanley’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Morgan Stanley’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 		$130K Buy
2,595
+14
+0.5% +$638 ﹤0.01% 6142
2026
Q1 		$103K Buy
2,581
+1,570
+155% +$64.5K ﹤0.01% 6149
2025
Q4 		$39K Sell
1,011
-19
-2% -$730 ﹤0.01% 6504
2025
Q3 		$40K Sell
1,030
-4,310
-81% -$162K ﹤0.01% 6477
2025
Q2 		$190K Buy
5,340
+4,816
+919% +$162K ﹤0.01% 5868
2025
Q1 		$17.9K Buy
524
+24
+5% +$883 ﹤0.01% 6612
2024
Q4 		$18.8K Sell
500
-1
-0.2% -$39 ﹤0.01% 6588
2024
Q3 		$19K Buy
501
+1
+0.2% +$37 ﹤0.01% 6520
2024
Q2 		$17.3K Buy
+500
New +$17.4K ﹤0.01% 6513
2023
Q4 		– Sell
-12
Closed -$365 – 7866
2023
Q3 		$365 Buy
12
+5
+71% +$162 ﹤0.01% 7339
2023
Q2 		$225 Sell
7
-4,093
-100% -$125K ﹤0.01% 7444
2023
Q1 		$127K Sell
4,100
-400
-9% -$12.8K ﹤0.01% 5918
2022
Q4 		$135K Sell
4,500
-1,300
-22% -$38.9K ﹤0.01% 5836
2022
Q3 		$159K Sell
5,800
-1,358
-19% -$41.2K ﹤0.01% 5835
2022
Q2 		$204K Sell
7,158
-165
-2% -$5.09K ﹤0.01% 5881
2022
Q1 		$243K Buy
7,323
+6,976
+2,010% +$232K ﹤0.01% 5811
2021
Q4 		$12K Hold
347
– – ﹤0.01% 7413
2021
Q3 		$12K Sell
347
-1
-0.3% -$36 ﹤0.01% 7270
2021
Q2 		$13K Hold
348
– – ﹤0.01% 7154
2021
Q1 		$12K Hold
348
– – ﹤0.01% 6888
2020
Q4 		$10K Hold
348
– – ﹤0.01% 6632
2020
Q3 		$8K Hold
348
– – ﹤0.01% 6331
2020
Q2 		$8K Hold
348
– – ﹤0.01% 6214
2020
Q1 		$7K Hold
348
– – ﹤0.01% 6108
2019
Q4 		$10K Hold
348
– – ﹤0.01% 6260
2019
Q3 		$9K Hold
348
– – ﹤0.01% 6241
2019
Q2 		$9K Buy
+348
New +$9.22K ﹤0.01% 6164

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley's ISMD Position: Q2 2026 in Review

Morgan Stanley increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.54% in Q2 2026, buying an estimated $638 and bringing the position to 2,595 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #6142.

Morgan Stanley first reported a position in ISMD in Q2 2019 and has held it in 27 quarters since. The position peaked at $243K in Q1 2022. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Morgan Stanley held 2,595 shares of Inspire Small/Mid Cap Impact ETF worth $130K as of Q2 2026.
  • Morgan Stanley bought 14 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $638.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6142 holding.
  • Morgan Stanley first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Inspire Small/Mid Cap Impact ETF position peaked at $243K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.