Carson Wealth (CWM LLC)’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Carson Wealth (CWM 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
2025 Q2	–	Sell	-45	Closed	-$1K	–	5232
2025 Q1	$1K	Buy	+45	New	+$1.46K	﹤0.01%	4945
2019 Q1	–	Sell	-15,262	Closed	-$432K	–	3160
2018 Q4	$432K	Sell	15,262 -58,365	-79%	-$1.78M	0.01%	476
2018 Q3	$2.43M	Sell	73,627 -3,512	-5%	-$116K	0.06%	239
2018 Q2	$2.51M	Sell	77,139 -13,252	-15%	-$449K	0.08%	195
2018 Q1	$3.1M	Buy	90,391 +1,179	+1%	+$41.2K	0.12%	138
2017 Q4	$3.04M	Buy	89,212 +14,937	+20%	+$529K	0.14%	131
2017 Q3	$2.65M	Buy	74,275 +53,923	+265%	+$1.88M	0.13%	127
2017 Q2	$679K	Buy	20,352 +3,455	+20%	+$112K	0.03%	224
2017 Q1	$529K	Buy	+16,897	New	+$507K	0.03%	228

Other funds holding MOTI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MOTI Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of VanEck Morningstar International Moat ETF (MOTI) in Q2 2025, closing a stake of 45 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MOTI in Q1 2017 and held it in 9 quarters. The position peaked at $3.1M in Q1 2018. 66 funds tracked by Wall St. Rank hold MOTI as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining VanEck Morningstar International Moat ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 45 VanEck Morningstar International Moat ETF shares in Q2 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in VanEck Morningstar International Moat ETF in Q1 2017 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s VanEck Morningstar International Moat ETF position peaked at $3.1M in Q1 2018.
66 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.