EFS
Essex Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
14,489
-3,238
| -18% | -$113K | 0.03% | 408 |
|
|
2025
Q1 | $581K | Hold |
17,727
| – | – | 0.04% | 346 |
|
|
2024
Q4 | $611K | Buy |
17,727
+25
| +0.1% | +$862 | 0.04% | 333 |
|
|
2024
Q3 | $619K | Sell |
17,702
-1,158
| -6% | -$40.5K | 0.04% | 335 |
|
|
2024
Q2 | $603K | Buy |
+18,860
| New | +$603K | 0.04% | 335 |
|