Citadel Advisors
MOTE

Citadel Advisors’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History

Citadel Advisors’s Portfolio MOTE Stock Details MOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,289
Closed -$578K – 14992
2024
Q1 		$578K Buy
+21,289
New +$555K ﹤0.01% 8065
2023
Q2 		– Sell
-13,130
Closed -$308K – 14908
2023
Q1 		$308K Buy
+13,130
New +$303K ﹤0.01% 9335
2022
Q1 		– Sell
-62,368
Closed -$1.69M – 14216
2021
Q4 		$1.69M Buy
+62,368
New +$1.66M ﹤0.01% 6628

Other funds holding MOTE

SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Citadel Advisors's MOTE Position: Q2 2024 in Review

Citadel Advisors sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q2 2024, closing a stake of 21,289 shares — an estimated $578K sold.

Citadel Advisors first reported a position in MOTE in Q4 2021 and held it in 3 quarters. The position peaked at $1.69M in Q4 2021. 7 funds tracked by Wall St. Rank hold MOTE as of Q2 2024.

  • Citadel Advisors reported no remaining VanEck Morningstar ESG Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Citadel Advisors sold 21,289 VanEck Morningstar ESG Moat ETF shares in Q2 2024, an estimated $578K.
  • Citadel Advisors first reported a position in VanEck Morningstar ESG Moat ETF in Q4 2021 and held it in 3 quarters.
  • Citadel Advisors's VanEck Morningstar ESG Moat ETF position peaked at $1.69M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q2 2024.

Based on Citadel Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.