CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

CAPTRUST Financial Advisors’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
-23,747
Closed -$753K – 2681
2023
Q2 		$753K Buy
+23,747
New +$752K ﹤0.01% 1384

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

CAPTRUST Financial Advisors's MOTI Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2023, closing a stake of 23,747 shares — an estimated $753K sold.

CAPTRUST Financial Advisors first reported a position in MOTI in Q2 2023 and held it in 1 quarter. The position peaked at $753K in Q2 2023. 57 funds tracked by Wall St. Rank hold MOTI as of Q3 2023.

  • CAPTRUST Financial Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 23,747 VanEck Morningstar International Moat ETF shares in Q3 2023, an estimated $753K.
  • CAPTRUST Financial Advisors first reported a position in VanEck Morningstar International Moat ETF in Q2 2023 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's VanEck Morningstar International Moat ETF position peaked at $753K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.