Sheets Smith Wealth Management’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History

Sheets Smith Wealth Management’s Portfolio MIDE Stock Details MIDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,376	Closed	-$256K	–	417
2025 Q2	$256K	Hold	8,376	–	–	0.03%	361
2025 Q1	$241K	Hold	8,376	–	–	0.03%	327
2024 Q4	$256K	Hold	8,376	–	–	0.03%	335
2024 Q3	$259K	Hold	8,376	–	–	0.03%	335
2024 Q2	$241K	Sell	8,376 -5,415	-39%	-$156K	0.03%	341
2024 Q1	$414K	Sell	13,791 -663	-5%	-$18.7K	0.05%	280
2023 Q4	$403K	Buy	14,454 +380	+3%	+$9.66K	0.06%	252
2023 Q3	$353K	Buy	+14,074	New	+$370K	0.05%	253

Other funds holding MIDE

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Sheets Smith Wealth Management's MIDE Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Xtrackers S&P MidCap 400 ESG ETF (MIDE) in Q3 2025, closing a stake of 8,376 shares — an estimated $256K sold.

Sheets Smith Wealth Management first reported a position in MIDE in Q3 2023 and held it in 8 quarters. The position peaked at $414K in Q1 2024. 5 funds tracked by Wall St. Rank hold MIDE as of Q3 2025.

Sheets Smith Wealth Management reported no remaining Xtrackers S&P MidCap 400 ESG ETF position as of Q3 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,376 Xtrackers S&P MidCap 400 ESG ETF shares in Q3 2025, an estimated $256K.
Sheets Smith Wealth Management first reported a position in Xtrackers S&P MidCap 400 ESG ETF in Q3 2023 and held it in 8 quarters.
Sheets Smith Wealth Management's Xtrackers S&P MidCap 400 ESG ETF position peaked at $414K in Q1 2024.
5 funds tracked by Wall St. Rank held Xtrackers S&P MidCap 400 ESG ETF as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.