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

AE 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
2026 Q1	$10.1K	Sell	297 -457	-61%	-$16.9K	﹤0.01%	2279
2025 Q4	$27.7K	Buy	754 +714	+1,785%	+$26.8K	﹤0.01%	1962
2025 Q3	$1.48K	Buy	+40	New	+$1.44K	﹤0.01%	2189
2025 Q2	–	Sell	-131	Closed	-$4.36K	–	2228
2025 Q1	$4.36K	Buy	+131	New	+$4.26K	﹤0.01%	1953

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.05B AUM 16.69% 1-Year Est. Return

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

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

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

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

CFG

Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AE Wealth Management's MOTI Position: Q1 2026 in Review

AE Wealth Management reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 61% in Q1 2026, selling an estimated $16.9K and leaving 297 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

AE Wealth Management first reported a position in MOTI in Q1 2025 and has held it in 4 quarters since. The position peaked at $27.7K in Q4 2025. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

AE Wealth Management held 297 shares of VanEck Morningstar International Moat ETF worth $10.1K as of Q1 2026.
AE Wealth Management sold 457 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $16.9K.
VanEck Morningstar International Moat ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2279 holding.
AE Wealth Management first reported a position in VanEck Morningstar International Moat ETF in Q1 2025 and has held it in 4 quarters since.
AE Wealth Management's VanEck Morningstar International Moat ETF position peaked at $27.7K in Q4 2025.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.