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Etesian Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Etesian Wealth Advisors’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
2026
Q1 		– Sell
-6,564
Closed -$238K – 140
2025
Q4 		$238K Buy
6,564
+4
+0.1% +$144 0.07% 124
2025
Q3 		$237K Sell
6,560
-586
-8% -$21.1K 0.08% 126
2025
Q2 		$249K Sell
7,146
-1,039
-13% -$33.9K 0.09% 128
2025
Q1 		$268K Sell
8,185
-1,704
-17% -$59.5K 0.12% 123
2024
Q4 		$341K Sell
9,889
-842
-8% -$30.1K 0.15% 116
2024
Q3 		$376K Sell
10,731
-1,132
-10% -$37.5K 0.17% 114
2024
Q2 		$379K Sell
11,863
-313
-3% -$10.1K 0.21% 96
2024
Q1 		$415K Buy
12,176
+2,833
+30% +$90.3K 0.24% 93
2023
Q4 		$296K Buy
+9,343
New +$267K 0.18% 97

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Etesian Wealth Advisors's SMOT Position: Q1 2026 in Review

Etesian Wealth Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 6,564 shares — an estimated $238K sold.

Etesian Wealth Advisors first reported a position in SMOT in Q4 2023 and held it in 9 quarters. The position peaked at $415K in Q1 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Etesian Wealth Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Etesian Wealth Advisors sold 6,564 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $238K.
  • Etesian Wealth Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and held it in 9 quarters.
  • Etesian Wealth Advisors's VanEck Morningstar SMID Moat ETF position peaked at $415K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.