Mercer Global Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Mercer Global 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 Q2	$2.2M	Sell	56,709 -4,798	-8%	-$180K	﹤0.01%	1274
2026 Q1	$2.16M	Sell	61,507 -4,484	-7%	-$164K	﹤0.01%	1160
2025 Q4	$2.39M	Sell	65,991 -856	-1%	-$30.9K	﹤0.01%	1025
2025 Q3	$2.41M	Sell	66,847 -6,402	-9%	-$230K	﹤0.01%	959
2025 Q2	$2.55M	Sell	73,249 -3,390	-4%	-$111K	0.01%	787
2025 Q1	$2.51M	Buy	76,639 +1,488	+2%	+$51.9K	0.01%	763
2024 Q4	$2.59M	Buy	75,151 +2,717	+4%	+$97K	0.01%	750
2024 Q3	$2.55M	Buy	+72,434	New	+$2.4M	0.01%	697
2024 Q2	–	Sell	-800	Closed	-$1.08M	–	2040
2024 Q1	$1.08M	Buy	+800	New	+$25.5K	﹤0.01%	931

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Mercer Global Advisors's SMOT Position: Q2 2026 in Review

Mercer Global Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 7.8% in Q2 2026, selling an estimated $180K and leaving 56,709 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Mercer Global Advisors first reported a position in SMOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.59M in Q4 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Mercer Global Advisors held 56,709 shares of VanEck Morningstar SMID Moat ETF worth $2.2M as of Q2 2026.
Mercer Global Advisors sold 4,798 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $180K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1274 holding.
Mercer Global Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 9 quarters since.
Mercer Global Advisors's VanEck Morningstar SMID Moat ETF position peaked at $2.59M in Q4 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.