Baird Financial Group
MOTI icon

Baird Financial Group’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Baird Financial Group’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
2021
Q3 		– Sell
-34,823
Closed -$1.25M – 1902
2021
Q2 		$1.25M Buy
34,823
+272
+0.8% +$9.96K ﹤0.01% 1096
2021
Q1 		$1.24M Buy
34,551
+1,552
+5% +$54.4K ﹤0.01% 1050
2020
Q4 		$1.11M Buy
+32,999
New +$1.05M ﹤0.01% 966

Other funds holding MOTI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Baird Financial Group's MOTI Position: Q3 2021 in Review

Baird Financial Group sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2021, closing a stake of 34,823 shares — an estimated $1.25M sold.

Baird Financial Group first reported a position in MOTI in Q4 2020 and held it in 3 quarters. The position peaked at $1.25M in Q2 2021. 26 funds tracked by Wall St. Rank hold MOTI as of Q3 2021.

  • Baird Financial Group reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2021 after selling out during the quarter.
  • Baird Financial Group sold 34,823 VanEck Morningstar International Moat ETF shares in Q3 2021, an estimated $1.25M.
  • Baird Financial Group first reported a position in VanEck Morningstar International Moat ETF in Q4 2020 and held it in 3 quarters.
  • Baird Financial Group's VanEck Morningstar International Moat ETF position peaked at $1.25M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.