Morgan Stanley
SMOT icon

Morgan Stanley’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Morgan Stanley’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 		$17.2M Sell
442,385
-51,117
-10% -$1.92M ﹤0.01% 3233
2026
Q1 		$17.4M Sell
493,502
-108,718
-18% -$3.97M ﹤0.01% 3087
2025
Q4 		$21.8M Sell
602,220
-6,664
-1% -$241K ﹤0.01% 2862
2025
Q3 		$22M Buy
608,884
+42,436
+7% +$1.52M ﹤0.01% 2791
2025
Q2 		$19.7M Sell
566,448
-68,958
-11% -$2.25M ﹤0.01% 2820
2025
Q1 		$20.8M Buy
635,406
+169,181
+36% +$5.91M ﹤0.01% 2664
2024
Q4 		$16.1M Buy
466,225
+401,364
+619% +$14.3M ﹤0.01% 2973
2024
Q3 		$2.27M Buy
64,861
+53,684
+480% +$1.78M ﹤0.01% 4553
2024
Q2 		$357K Buy
11,177
+10,747
+2,499% +$347K ﹤0.01% 5438
2024
Q1 		$14.7K Buy
430
+301
+233% +$9.6K ﹤0.01% 6575
2023
Q4 		$4.06K Hold
129
– – ﹤0.01% 6885
2023
Q3 		$3.67K Buy
129
+66
+105% +$1.97K ﹤0.01% 6985
2023
Q2 		$1.89K Hold
63
– – ﹤0.01% 7205
2023
Q1 		$1.79K Buy
+63
New +$1.82K ﹤0.01% 7257

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 $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T 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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley's SMOT Position: Q2 2026 in Review

Morgan Stanley reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 10% in Q2 2026, selling an estimated $1.92M and leaving 442,385 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Morgan Stanley first reported a position in SMOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $22M in Q3 2025. 100 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Morgan Stanley held 442,385 shares of VanEck Morningstar SMID Moat ETF worth $17.2M as of Q2 2026.
  • Morgan Stanley sold 51,117 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $1.92M.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3233 holding.
  • Morgan Stanley first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 14 quarters since.
  • Morgan Stanley's VanEck Morningstar SMID Moat ETF position peaked at $22M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.