CWM
MOTI icon

Collaborative Wealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Collaborative Wealth Management’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
2021
Q4 		$339K Buy
+10,557
New +$354K 0.19% 152

Other funds holding MOTI

KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
TB
Treynor Bancshares Treynor, Iowa $94.7M AUM 8.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Collaborative Wealth Management's MOTI Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in VanEck Morningstar International Moat ETF (MOTI) in Q4 2021: 10,557 shares worth $339K. The stake represents 0.19% of the portfolio and ranks #152 among its holdings.

32 funds tracked by Wall St. Rank hold MOTI as of Q4 2021.

  • Collaborative Wealth Management held 10,557 shares of VanEck Morningstar International Moat ETF worth $339K as of Q4 2021.
  • VanEck Morningstar International Moat ETF was a new Collaborative Wealth Management position in Q4 2021.
  • VanEck Morningstar International Moat ETF made up 0.19% of Collaborative Wealth Management's portfolio in Q4 2021, its #152 holding.
  • 32 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.