Essex Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Essex Financial Services’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$504K	Sell
2025 Q1	$581K	Hold
2024 Q4	$611K	Buy
2024 Q3	$619K	Sell
2024 Q2	$603K	Buy