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B. Riley Wealth Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

B. Riley Wealth 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
2026
Q1 		– Sell
-9,165
Closed -$336K – 1041
2025
Q4 		$336K Buy
9,165
+365
+4% +$13.7K 0.02% 672
2025
Q3 		$326K Buy
+8,800
New +$317K 0.02% 689

Other funds holding MOTI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

B. Riley Wealth Advisors's MOTI Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2026, closing a stake of 9,165 shares — an estimated $336K sold.

B. Riley Wealth Advisors first reported a position in MOTI in Q3 2025 and held it in 2 quarters. The position peaked at $336K in Q4 2025. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,165 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $336K.
  • B. Riley Wealth Advisors first reported a position in VanEck Morningstar International Moat ETF in Q3 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's VanEck Morningstar International Moat ETF position peaked at $336K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.