Benjamin F. Edwards & Company’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Benjamin F. Edwards & Company’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$39K	Sell	1,082 -1,533	-59%	-$55.1K	﹤0.01%	1392
2024 Q1	$96K	Hold	2,615	–	–	﹤0.01%	1114
2023 Q4	$92K	Buy	2,615 +255	+11%	+$8.37K	﹤0.01%	1097
2023 Q3	$76K	Hold	2,360	–	–	﹤0.01%	961
2023 Q2	$82K	Buy	+2,360	New	+$80.1K	﹤0.01%	954

Other funds holding MOTG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin F. Edwards & Company's MOTG Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its VanEck Morningstar Global Wide Moat ETF (MOTG) stake by 59% in Q2 2024, selling an estimated $55.1K and leaving 1,082 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Benjamin F. Edwards & Company first reported a position in MOTG in Q2 2023 and has held it in 5 quarters since. The position peaked at $96K in Q1 2024. 10 funds tracked by Wall St. Rank hold MOTG as of Q2 2024.

Benjamin F. Edwards & Company held 1,082 shares of VanEck Morningstar Global Wide Moat ETF worth $39K as of Q2 2024.
Benjamin F. Edwards & Company sold 1,533 VanEck Morningstar Global Wide Moat ETF shares in Q2 2024, an estimated $55.1K.
VanEck Morningstar Global Wide Moat ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1392 holding.
Benjamin F. Edwards & Company first reported a position in VanEck Morningstar Global Wide Moat ETF in Q2 2023 and has held it in 5 quarters since.
Benjamin F. Edwards & Company's VanEck Morningstar Global Wide Moat ETF position peaked at $96K in Q1 2024.
10 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.