Mosaic Family Wealth Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Mosaic Family Wealth Partners’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 Q1	–	Sell	-7,694	Closed	-$297K	–	291
2025 Q4	$297K	Buy	7,694 +290	+4%	+$11.1K	0.03%	192
2025 Q3	$287K	Buy	7,404 +502	+7%	+$18.9K	0.03%	188
2025 Q2	$245K	Buy	6,902 +473	+7%	+$15.9K	0.03%	203
2025 Q1	$219K	Buy	+6,429	New	+$236K	0.03%	202

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return