SPW
SMI

Sonoma Private Wealth’s VanEck HIP Sustainable Muni ETF SMI Stock Holding History

Sonoma Private Wealth’s Portfolio SMI Stock Details SMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,135
Closed -$278K – 75
2025
Q1 		$278K Sell
6,135
-4,784
-44% -$220K 0.39% 62
2024
Q4 		$502K Buy
10,919
+30
+0.3% +$1.39K 0.81% 45
2024
Q3 		$510K Buy
10,889
+2,345
+27% +$109K 0.8% 45
2024
Q2 		$393K Sell
8,544
-3,768
-31% -$173K 0.64% 54
2024
Q1 		$568K Sell
12,312
-8,687
-41% -$402K 0.91% 42
2023
Q4 		$975K Sell
20,999
-12,171
-37% -$544K 1.61% 14
2023
Q3 		$1.45M Buy
33,170
+16,472
+99% +$744K 2.65% 7
2023
Q2 		$764K Sell
16,698
-7,426
-31% -$339K 1.34% 22
2023
Q1 		$1.11M Buy
24,124
+14,949
+163% +$684K 2.21% 12
2022
Q4 		$415K Buy
+9,175
New +$408K 0.92% 36

Sonoma Private Wealth's SMI Position: Q2 2025 in Review

Sonoma Private Wealth sold out of VanEck HIP Sustainable Muni ETF (SMI) in Q2 2025, closing a stake of 6,135 shares — an estimated $278K sold.

Sonoma Private Wealth first reported a position in SMI in Q4 2022 and held it in 10 quarters. The position peaked at $1.45M in Q3 2023. 0 funds tracked by Wall St. Rank hold SMI as of Q2 2025.

  • Sonoma Private Wealth reported no remaining VanEck HIP Sustainable Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 6,135 VanEck HIP Sustainable Muni ETF shares in Q2 2025, an estimated $278K.
  • Sonoma Private Wealth first reported a position in VanEck HIP Sustainable Muni ETF in Q4 2022 and held it in 10 quarters.
  • Sonoma Private Wealth's VanEck HIP Sustainable Muni ETF position peaked at $1.45M in Q3 2023.
  • 0 funds tracked by Wall St. Rank held VanEck HIP Sustainable Muni ETF as of Q2 2025.

Based on Sonoma Private Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.