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Missouri Trust & Investment Company’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Missouri Trust & Investment Company’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
-206
Closed -$6.75K – 437
2025
Q1 		$6.75K Buy
+206
New +$7.19K ﹤0.01% 334

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GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 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 $697M AUM 21.37% 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 $6.37B AUM 23.22% 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 $1.83B AUM 25.91% 1-Year Est. Return

Missouri Trust & Investment Company's SMOT Position: Q2 2025 in Review

Missouri Trust & Investment Company sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2025, closing a stake of 206 shares — an estimated $6.75K sold.

Missouri Trust & Investment Company first reported a position in SMOT in Q1 2025 and held it in 1 quarter. The position peaked at $6.75K in Q1 2025. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2025.

  • Missouri Trust & Investment Company reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 206 VanEck Morningstar SMID Moat ETF shares in Q2 2025, an estimated $6.75K.
  • Missouri Trust & Investment Company first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and held it in 1 quarter.
  • Missouri Trust & Investment Company's VanEck Morningstar SMID Moat ETF position peaked at $6.75K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2025, filed 15 Jul 2025.