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

AllSquare 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
2019
Q1 		– Sell
-235
Closed -$7K – 478
2018
Q4 		$7K Buy
+235
New +$7.17K 0.01% 355

Other funds holding MOTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AllSquare Wealth Management's MOTI Position: Q1 2019 in Review

AllSquare Wealth Management sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2019, closing a stake of 235 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in MOTI in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 20 funds tracked by Wall St. Rank hold MOTI as of Q1 2019.

  • AllSquare Wealth Management reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 235 VanEck Morningstar International Moat ETF shares in Q1 2019, an estimated $7K.
  • AllSquare Wealth Management first reported a position in VanEck Morningstar International Moat ETF in Q4 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's VanEck Morningstar International Moat ETF position peaked at $7K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.