CBFP
MOTI icon

Cedar Brook Financial Partners’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-18,649
Closed -$580K – 264
2024
Q1 		$580K Sell
18,649
-276
-1% -$8.37K 0.11% 187
2023
Q4 		$575K Buy
18,925
+3,415
+22% +$102K 0.13% 169
2023
Q3 		$463K Hold
15,510
– – 0.12% 183
2023
Q2 		$492K Sell
15,510
-573
-4% -$18.1K 0.12% 185
2023
Q1 		$514K Sell
16,083
-158
-1% -$4.97K 0.13% 178
2022
Q4 		$470K Sell
16,241
-701
-4% -$19.5K 0.13% 184
2022
Q3 		$423K Buy
16,942
+142
+0.8% +$4.02K 0.14% 185
2022
Q2 		$485K Buy
16,800
+132
+0.8% +$3.99K 0.15% 170
2022
Q1 		$528K Sell
16,668
-106
-0.6% -$3.44K 0.14% 170
2021
Q4 		$539K Sell
16,774
-13,139
-44% -$440K 0.14% 172
2021
Q3 		$1M Buy
29,913
+789
+3% +$27.2K 0.3% 89
2021
Q2 		$1.04M Buy
29,124
+2,393
+9% +$87.7K 0.3% 87
2021
Q1 		$957K Buy
26,731
+1,429
+6% +$50.1K 0.33% 78
2020
Q4 		$851K Buy
25,302
+821
+3% +$26.1K 0.3% 84
2020
Q3 		$718K Sell
24,481
-1,269
-5% -$37.7K 0.28% 95
2020
Q2 		$727K Buy
25,750
+324
+1% +$8.66K 0.32% 91
2020
Q1 		$626K Buy
25,426
+7,357
+41% +$214K 0.35% 83
2019
Q4 		$579K Buy
18,069
+11
+0.1% +$349 0.25% 116
2019
Q3 		$551K Buy
18,058
+743
+4% +$22.4K 0.24% 131
2019
Q2 		$536K Buy
17,315
+3,390
+24% +$105K 0.25% 129
2019
Q1 		$435K Buy
13,925
+644
+5% +$19.8K 0.21% 152
2018
Q4 		$376K Buy
+13,281
New +$405K 0.23% 148

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of VanEck Morningstar International Moat ETF (MOTI) in Q2 2024, closing a stake of 18,649 shares — an estimated $580K sold.

Cedar Brook Financial Partners first reported a position in MOTI in Q4 2018 and held it in 22 quarters. The position peaked at $1.04M in Q2 2021. 65 funds tracked by Wall St. Rank hold MOTI as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining VanEck Morningstar International Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 18,649 VanEck Morningstar International Moat ETF shares in Q2 2024, an estimated $580K.
  • Cedar Brook Financial Partners first reported a position in VanEck Morningstar International Moat ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's VanEck Morningstar International Moat ETF position peaked at $1.04M in Q2 2021.
  • 65 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2024.

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