Bank of Montreal
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Bank of Montreal’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-33,056
Closed -$1.21M – 4192
2023
Q3 		$1.21M Buy
+33,056
New +$1.04M ﹤0.01% 1953

Other funds holding MOTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal's MOTI Position: Q4 2023 in Review

Bank of Montreal sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2023, closing a stake of 33,056 shares — an estimated $1.21M sold.

Bank of Montreal first reported a position in MOTI in Q3 2023 and held it in 1 quarter. The position peaked at $1.21M in Q3 2023. 59 funds tracked by Wall St. Rank hold MOTI as of Q4 2023.

  • Bank of Montreal reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 33,056 VanEck Morningstar International Moat ETF shares in Q4 2023, an estimated $1.21M.
  • Bank of Montreal first reported a position in VanEck Morningstar International Moat ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's VanEck Morningstar International Moat ETF position peaked at $1.21M in Q3 2023.
  • 59 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.