BWM
BCS Wealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
8,262
-3,308
| -29% | -$115K | 0.06% | 204 |
|
|
2025
Q1 | $385K | Sell |
11,570
-2,435
| -17% | -$81K | 0.1% | 169 |
|
|
2024
Q4 | $424K | Sell |
14,005
-3,884
| -22% | -$118K | 0.11% | 169 |
|
|
2024
Q3 | $627K | Buy |
17,889
+45
| +0.3% | +$1.58K | 0.27% | 77 |
|
|
2024
Q2 | $559K | Buy |
17,844
+657
| +4% | +$20.6K | 0.27% | 77 |
|
|
2024
Q1 | $535K | Buy |
17,187
+140
| +0.8% | +$4.36K | 0.17% | 124 |
|
|
2023
Q4 | $531K | Buy |
17,047
+949
| +6% | +$29.6K | 0.2% | 115 |
|
|
2023
Q3 | $480K | Buy |
16,098
+1,622
| +11% | +$48.4K | 0.2% | 111 |
|
|
2023
Q2 | $459K | Buy |
14,476
+1,522
| +12% | +$48.3K | 0.34% | 64 |
|
|
2023
Q1 | $414K | Sell |
12,954
-1,301
| -9% | -$41.6K | 0.19% | 98 |
|
|
2022
Q4 | $412K | Buy |
14,255
+631
| +5% | +$18.2K | 0.17% | 120 |
|
|
2022
Q3 | $340K | Buy |
13,624
+4,078
| +43% | +$102K | 0.16% | 133 |
|
|
2022
Q2 | $276K | Buy |
9,546
+1,942
| +26% | +$56.1K | 0.12% | 139 |
|
|
2022
Q1 | $241K | Buy |
+7,604
| New | +$241K | 0.1% | 165 |
|