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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

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
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Mosaic Family Wealth Partners's ISMD Position: Q1 2026 in Review

Mosaic Family Wealth Partners sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2026, closing a stake of 7,694 shares — an estimated $297K sold.

Mosaic Family Wealth Partners first reported a position in ISMD in Q1 2025 and held it in 4 quarters. The position peaked at $297K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Mosaic Family Wealth Partners reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2026 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 7,694 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $297K.
  • Mosaic Family Wealth Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2025 and held it in 4 quarters.
  • Mosaic Family Wealth Partners's Inspire Small/Mid Cap Impact ETF position peaked at $297K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.