BFO
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Boston Family Office’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Boston Family Office’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
2024
Q3 		– Sell
-7,536
Closed -$236K – 279
2024
Q2 		$236K Sell
7,536
-1,549
-17% -$49.4K 0.02% 239
2024
Q1 		$283K Sell
9,085
-1,400
-13% -$42.5K 0.02% 227
2023
Q4 		$327K Sell
10,485
-3,238
-24% -$97.1K 0.02% 217
2023
Q3 		$409K Buy
13,723
+784
+6% +$24.7K 0.03% 201
2023
Q2 		$410K Buy
12,939
+241
+2% +$7.63K 0.03% 206
2023
Q1 		$406K Hold
12,698
– – 0.03% 209
2022
Q4 		$367K Sell
12,698
-2,427
-16% -$67.6K 0.03% 216
2022
Q3 		$378K Sell
15,125
-2,292
-13% -$64.8K 0.03% 214
2022
Q2 		$503K Sell
17,417
-728
-4% -$22K 0.04% 196
2022
Q1 		$575K Sell
18,145
-3,300
-15% -$107K 0.04% 194
2021
Q4 		$689K Sell
21,445
-1,814
-8% -$60.8K 0.04% 187
2021
Q3 		$781K Sell
23,259
-1,243
-5% -$42.9K 0.06% 170
2021
Q2 		$879K Buy
24,502
+110
+0.5% +$4.03K 0.06% 169
2021
Q1 		$872K Sell
24,392
-165
-0.7% -$5.78K 0.07% 170
2020
Q4 		$826K Sell
24,557
-1,120
-4% -$35.6K 0.06% 170
2020
Q3 		$753K Sell
25,677
-171
-0.7% -$5.08K 0.07% 164
2020
Q2 		$730K Buy
25,848
+30
+0.1% +$802 0.07% 162
2020
Q1 		$635K Buy
25,818
+851
+3% +$24.7K 0.08% 156
2019
Q4 		$800K Buy
24,967
+1,228
+5% +$38.9K 0.08% 158
2019
Q3 		$724K Sell
23,739
-9,315
-28% -$281K 0.08% 161
2019
Q2 		$1.02M Sell
33,054
-11,671
-26% -$362K 0.11% 143
2019
Q1 		$1.4M Buy
44,725
+7,315
+20% +$225K 0.15% 128
2018
Q4 		$1.06M Sell
37,410
-3,655
-9% -$112K 0.13% 137
2018
Q3 		$1.35M Buy
41,065
+6,190
+18% +$204K 0.14% 133
2018
Q2 		$1.14M Buy
34,875
+12,620
+57% +$428K 0.13% 143
2018
Q1 		$762K Buy
22,255
+3,780
+20% +$132K 0.09% 163
2017
Q4 		$630K Buy
18,475
+3,115
+20% +$110K 0.07% 181
2017
Q3 		$548K Buy
+15,360
New +$535K 0.06% 190

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Boston Family Office's MOTI Position: Q3 2024 in Review

Boston Family Office sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2024, closing a stake of 7,536 shares — an estimated $236K sold.

Boston Family Office first reported a position in MOTI in Q3 2017 and held it in 28 quarters. The position peaked at $1.4M in Q1 2019. 52 funds tracked by Wall St. Rank hold MOTI as of Q3 2024.

  • Boston Family Office reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Boston Family Office sold 7,536 VanEck Morningstar International Moat ETF shares in Q3 2024, an estimated $236K.
  • Boston Family Office first reported a position in VanEck Morningstar International Moat ETF in Q3 2017 and held it in 28 quarters.
  • Boston Family Office's VanEck Morningstar International Moat ETF position peaked at $1.4M in Q1 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2024.

Based on Boston Family Office's 13F filing for Q3 2024, filed 13 Nov 2024.