Mesirow Financial Investment Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Sell |
256,624
-12,348
| -5% | -$430K | 0.17% | 112 |
|
|
2025
Q1 | $8.82M | Sell |
268,972
-8,000
| -3% | -$262K | 0.17% | 110 |
|
|
2024
Q4 | $9.55M | Buy |
276,972
+17,863
| +7% | +$616K | 0.19% | 104 |
|
|
2024
Q3 | $9.08M | Buy |
259,109
+1,966
| +0.8% | +$68.9K | 0.18% | 109 |
|
|
2024
Q2 | $8.22M | Buy |
257,143
+7,969
| +3% | +$255K | 0.19% | 110 |
|
|
2024
Q1 | $8.5M | Buy |
249,174
+92,112
| +59% | +$3.14M | 0.19% | 109 |
|
|
2023
Q4 | $4.95M | Buy |
+157,062
| New | +$4.95M | 0.18% | 98 |
|