Accredited Wealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Accredited Wealth Management’s Portfolio MOTI Stock Details MOTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.25M	Buy	83,872 +50,996	+155%	+$1.84M	0.93%	22
2025 Q2	$1.14M	Sell	32,876 -655	-2%	-$22K	0.92%	22
2025 Q1	$1.12M	Buy	33,531 +3,519	+12%	+$114K	0.94%	22
2024 Q4	$909K	Buy	+30,012	New	+$986K	0.8%	27

Other funds holding MOTI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Accredited Wealth Management's MOTI Position: Q3 2025 in Review

Accredited Wealth Management increased its VanEck Morningstar International Moat ETF (MOTI) stake by 155% in Q3 2025, buying an estimated $1.84M and bringing the position to 83,872 shares worth $1.25M. The position accounts for 0.93% of the portfolio, ranked #22.

Accredited Wealth Management first reported a position in MOTI in Q4 2024 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold MOTI as of Q3 2025.

Accredited Wealth Management held 83,872 shares of VanEck Morningstar International Moat ETF worth $1.25M as of Q3 2025.
Accredited Wealth Management bought 50,996 VanEck Morningstar International Moat ETF shares in Q3 2025, an estimated $1.84M.
VanEck Morningstar International Moat ETF made up 0.93% of Accredited Wealth Management's portfolio in Q3 2025, its #22 holding.
Accredited Wealth Management first reported a position in VanEck Morningstar International Moat ETF in Q4 2024 and has held it in 4 quarters since.
62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.