Mesirow Financial Investment Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Mesirow Financial Investment Management’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	$10.4M	Sell	268,034 -108	-0%	-$4.05K	0.16%	110
2026 Q1	$9.44M	Buy	268,142 +52,907	+25%	+$1.93M	0.15%	121
2025 Q4	$7.79M	Sell	215,235 -42,591	-17%	-$1.54M	0.16%	110
2025 Q3	$9.3M	Buy	257,826 +1,202	+0.5%	+$43.2K	0.17%	114
2025 Q2	$8.93M	Sell	256,624 -12,348	-5%	-$403K	0.17%	112
2025 Q1	$8.82M	Sell	268,972 -8,000	-3%	-$279K	0.17%	110
2024 Q4	$9.55M	Buy	276,972 +17,863	+7%	+$638K	0.19%	104
2024 Q3	$9.08M	Buy	259,109 +1,966	+0.8%	+$65.1K	0.18%	109
2024 Q2	$8.22M	Buy	257,143 +7,969	+3%	+$257K	0.19%	110
2024 Q1	$8.5M	Buy	249,174 +92,112	+59%	+$2.94M	0.19%	109
2023 Q4	$4.95M	Buy	+157,062	New	+$4.48M	0.18%	98

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

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mesirow Financial Investment Management's SMOT Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.04% in Q2 2026, selling an estimated $4.05K and leaving 268,034 shares worth $10.4M. The position accounts for 0.16% of the portfolio, ranked #110.

Mesirow Financial Investment Management first reported a position in SMOT in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Mesirow Financial Investment Management held 268,034 shares of VanEck Morningstar SMID Moat ETF worth $10.4M as of Q2 2026.
Mesirow Financial Investment Management sold 108 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $4.05K.
VanEck Morningstar SMID Moat ETF made up 0.16% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #110 holding.
Mesirow Financial Investment Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.