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Cedar Brook Financial Partners’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Cedar Brook Financial Partners’s Portfolio MOTG Stock Details MOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-123,910
Closed -$4.54M – 263
2024
Q1 		$4.54M Buy
123,910
+199
+0.2% +$7.02K 0.9% 23
2023
Q4 		$4.29M Buy
123,711
+724
+0.6% +$23.8K 0.95% 19
2023
Q3 		$3.95M Buy
122,987
+1,359
+1% +$46.2K 1.03% 17
2023
Q2 		$4.23M Buy
121,628
+1,916
+2% +$65K 1.01% 16
2023
Q1 		$4.05M Buy
119,712
+11,050
+10% +$370K 1.04% 14
2022
Q4 		$3.49M Buy
108,662
+4,454
+4% +$143K 0.98% 15
2022
Q3 		$3.04M Buy
104,208
+2,606
+3% +$85.7K 0.98% 20
2022
Q2 		$3.26M Buy
101,602
+6,776
+7% +$231K 1.02% 18
2022
Q1 		$3.46M Buy
94,826
+1,806
+2% +$66K 0.9% 22
2021
Q4 		$3.49M Buy
93,020
+28,654
+45% +$1.12M 0.9% 21
2021
Q3 		$2.48M Sell
64,366
-5,365
-8% -$213K 0.74% 28
2021
Q2 		$2.73M Buy
69,731
+12,251
+21% +$474K 0.79% 24
2021
Q1 		$2.12M Buy
57,480
+19,265
+50% +$697K 0.73% 30
2020
Q4 		$1.33M Buy
38,215
+14,081
+58% +$477K 0.47% 52
2020
Q3 		$779K Buy
24,134
+807
+3% +$25.7K 0.31% 90
2020
Q2 		$703K Sell
23,327
-11,357
-33% -$322K 0.31% 94
2020
Q1 		$871K Buy
34,684
+5,233
+18% +$153K 0.48% 60
2019
Q4 		$908K Buy
29,451
+21,015
+249% +$632K 0.39% 73
2019
Q3 		$245K Buy
+8,436
New +$241K 0.11% 235

Other funds holding MOTG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Brook Financial Partners's MOTG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q2 2024, closing a stake of 123,910 shares — an estimated $4.54M sold.

Cedar Brook Financial Partners first reported a position in MOTG in Q3 2019 and held it in 19 quarters. The position peaked at $4.54M in Q1 2024. 10 funds tracked by Wall St. Rank hold MOTG as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 123,910 VanEck Morningstar Global Wide Moat ETF shares in Q2 2024, an estimated $4.54M.
  • Cedar Brook Financial Partners first reported a position in VanEck Morningstar Global Wide Moat ETF in Q3 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's VanEck Morningstar Global Wide Moat ETF position peaked at $4.54M in Q1 2024.
  • 10 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.