Annis Gardner Whiting Capital Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-1,500	Closed	-$52K	–	1348
2025 Q2	$52K	Buy	+1,500	New	+$50.5K	0.02%	412

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 $157M AUM 20.14% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors's MOTI Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2025, closing a stake of 1,500 shares — an estimated $52K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MOTI in Q2 2025 and held it in 1 quarter. The position peaked at $52K in Q2 2025. 62 funds tracked by Wall St. Rank hold MOTI as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,500 VanEck Morningstar International Moat ETF shares in Q3 2025, an estimated $52K.
Annis Gardner Whiting Capital Advisors first reported a position in VanEck Morningstar International Moat ETF in Q2 2025 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's VanEck Morningstar International Moat ETF position peaked at $52K in Q2 2025.
62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.