Carson Wealth (CWM LLC)’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45
| Closed | -$1K | – | 5227 |
|
|
2025
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 4937 |
|
|
2019
Q1 | – | Sell |
-15,262
| Closed | -$432K | – | 3123 |
|
|
2018
Q4 | $432K | Sell |
15,262
-58,365
| -79% | -$1.65M | 0.01% | 475 |
|
|
2018
Q3 | $2.43M | Sell |
73,627
-3,512
| -5% | -$116K | 0.06% | 239 |
|
|
2018
Q2 | $2.51M | Sell |
77,139
-13,252
| -15% | -$432K | 0.08% | 194 |
|
|
2018
Q1 | $3.1M | Buy |
90,391
+1,179
| +1% | +$40.4K | 0.12% | 137 |
|
|
2017
Q4 | $3.04M | Buy |
89,212
+14,937
| +20% | +$510K | 0.14% | 131 |
|
|
2017
Q3 | $2.65M | Buy |
74,275
+53,923
| +265% | +$1.92M | 0.13% | 127 |
|
|
2017
Q2 | $679K | Buy |
20,352
+3,455
| +20% | +$115K | 0.03% | 223 |
|
|
2017
Q1 | $529K | Buy |
+16,897
| New | +$529K | 0.03% | 227 |
|