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Blue Trust Inc’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-625
Closed -$20K – 2202
2023
Q2 		$20K Buy
+625
New +$19.8K ﹤0.01% 1047

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 $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Blue Trust Inc's MOTI Position: Q3 2023 in Review

Blue Trust Inc sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2023, closing a stake of 625 shares — an estimated $20K sold.

Blue Trust Inc first reported a position in MOTI in Q2 2023 and held it in 1 quarter. The position peaked at $20K in Q2 2023. 57 funds tracked by Wall St. Rank hold MOTI as of Q3 2023.

  • Blue Trust Inc reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 625 VanEck Morningstar International Moat ETF shares in Q3 2023, an estimated $20K.
  • Blue Trust Inc first reported a position in VanEck Morningstar International Moat ETF in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's VanEck Morningstar International Moat ETF position peaked at $20K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.