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

EverSource 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
2025
Q2 		– Sell
-133
Closed -$4.36K – 4353
2025
Q1 		$4.36K Hold
133
– – ﹤0.01% 2565
2024
Q4 		$4.58K Hold
133
– – ﹤0.01% 2389
2024
Q3 		$4.66K Hold
133
– – ﹤0.01% 2255
2024
Q2 		$4.5K Hold
133
– – ﹤0.01% 2257
2024
Q1 		$4.22K Buy
+133
New +$4.24K ﹤0.01% 2123

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

EverSource Wealth Advisors's SMOT Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2025, closing a stake of 133 shares — an estimated $4.36K sold.

EverSource Wealth Advisors first reported a position in SMOT in Q1 2024 and held it in 5 quarters. The position peaked at $4.66K in Q3 2024. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 133 VanEck Morningstar SMID Moat ETF shares in Q2 2025, an estimated $4.36K.
  • EverSource Wealth Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's VanEck Morningstar SMID Moat ETF position peaked at $4.66K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.