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CM Wealth Advisors’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

CM Wealth Advisors’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
2025
Q4 		– Sell
-6,734
Closed -$303K – 143
2025
Q3 		$303K Buy
+6,734
New +$295K 0.08% 73

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CM Wealth Advisors's MOTG Position: Q4 2025 in Review

CM Wealth Advisors sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q4 2025, closing a stake of 6,734 shares — an estimated $303K sold.

CM Wealth Advisors first reported a position in MOTG in Q3 2025 and held it in 1 quarter. The position peaked at $303K in Q3 2025. 9 funds tracked by Wall St. Rank hold MOTG as of Q4 2025.

  • CM Wealth Advisors reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
  • CM Wealth Advisors sold 6,734 VanEck Morningstar Global Wide Moat ETF shares in Q4 2025, an estimated $303K.
  • CM Wealth Advisors first reported a position in VanEck Morningstar Global Wide Moat ETF in Q3 2025 and held it in 1 quarter.
  • CM Wealth Advisors's VanEck Morningstar Global Wide Moat ETF position peaked at $303K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q4 2025.

Based on CM Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.