AWM
MOTE

Aspire Wealth Management’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History

Aspire Wealth Management’s Portfolio MOTE Stock Details MOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,457
Closed -$202K – 187
2024
Q1 		$202K Buy
+7,457
New +$194K 0.12% 99

Other funds holding MOTE

SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Aspire Wealth Management's MOTE Position: Q2 2024 in Review

Aspire Wealth Management sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q2 2024, closing a stake of 7,457 shares — an estimated $202K sold.

Aspire Wealth Management first reported a position in MOTE in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 7 funds tracked by Wall St. Rank hold MOTE as of Q2 2024.

  • Aspire Wealth Management reported no remaining VanEck Morningstar ESG Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Aspire Wealth Management sold 7,457 VanEck Morningstar ESG Moat ETF shares in Q2 2024, an estimated $202K.
  • Aspire Wealth Management first reported a position in VanEck Morningstar ESG Moat ETF in Q1 2024 and held it in 1 quarter.
  • Aspire Wealth Management's VanEck Morningstar ESG Moat ETF position peaked at $202K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q2 2024.

Based on Aspire Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.