Stifel Financial’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
$1.72M Buy
49,435
+386
+0.8% +$13.4K ﹤0.01% 1958
2025
Q1
$1.61M Sell
49,049
-537
-1% -$17.6K ﹤0.01% 1911
2024
Q4
$1.71M Sell
49,586
-1,299
-3% -$44.8K ﹤0.01% 1889
2024
Q3
$1.78M Buy
50,885
+4,350
+9% +$152K ﹤0.01% 1852
2024
Q2
$1.49M Sell
46,535
-3,460
-7% -$111K ﹤0.01% 1929
2024
Q1
$1.71M Buy
49,995
+7,953
+19% +$271K ﹤0.01% 1841
2023
Q4
$1.32M Sell
42,042
-2,053
-5% -$64.7K ﹤0.01% 1963
2023
Q3
$1.25M Buy
+44,095
New +$1.25M ﹤0.01% 1888