EWA
Etesian Wealth Advisors’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 | $249K | Sell |
7,146
-1,039
| -13% | -$36.2K | 0.09% | 128 |
|
|
2025
Q1 | $268K | Sell |
8,185
-1,704
| -17% | -$55.9K | 0.12% | 123 |
|
|
2024
Q4 | $341K | Sell |
9,889
-842
| -8% | -$29K | 0.15% | 116 |
|
|
2024
Q3 | $376K | Sell |
10,731
-1,132
| -10% | -$39.7K | 0.17% | 114 |
|
|
2024
Q2 | $379K | Sell |
11,863
-313
| -3% | -$10K | 0.21% | 96 |
|
|
2024
Q1 | $415K | Buy |
12,176
+2,833
| +30% | +$96.6K | 0.24% | 93 |
|
|
2023
Q4 | $296K | Buy |
+9,343
| New | +$296K | 0.18% | 97 |
|