Capital Analysts LLC’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-3,513	Closed	-$102K	–	1039
2022 Q4	$102K	Buy	3,513 +453	+15%	+$12.6K	0.01%	496
2022 Q3	$76K	Buy	3,060 +489	+19%	+$13.8K	0.01%	491
2022 Q2	$74K	Sell	2,571 -1,200	-32%	-$36.3K	0.01%	482
2022 Q1	$120K	Buy	3,771 +1,200	+47%	+$38.9K	0.01%	402
2021 Q4	$83K	Hold	2,571	–	–	0.01%	482
2021 Q3	$86K	Hold	2,571	–	–	0.01%	484
2021 Q2	$92K	Hold	2,571	–	–	0.01%	463
2021 Q1	$92K	Buy	2,571 +1,081	+73%	+$37.9K	0.01%	480
2020 Q4	$50K	Hold	1,490	–	–	﹤0.01%	424
2020 Q3	$44K	Hold	1,490	–	–	﹤0.01%	422
2020 Q2	$42K	Buy	+1,490	New	+$39.8K	﹤0.01%	391

Other funds holding MOTI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Capital Analysts LLC's MOTI Position: Q1 2023 in Review

Capital Analysts LLC sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2023, closing a stake of 3,513 shares — an estimated $102K sold.

Capital Analysts LLC first reported a position in MOTI in Q2 2020 and held it in 11 quarters. The position peaked at $120K in Q1 2022. 51 funds tracked by Wall St. Rank hold MOTI as of Q1 2023.

Capital Analysts LLC reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2023 after selling out during the quarter.
Capital Analysts LLC sold 3,513 VanEck Morningstar International Moat ETF shares in Q1 2023, an estimated $102K.
Capital Analysts LLC first reported a position in VanEck Morningstar International Moat ETF in Q2 2020 and held it in 11 quarters.
Capital Analysts LLC's VanEck Morningstar International Moat ETF position peaked at $120K in Q1 2022.
51 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.