Cornerstone Financial Group’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Cornerstone Financial Group’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
2026 Q1	$1.52M	Sell	43,413 -179	-0.4%	-$6.62K	0.98%	28
2025 Q4	$1.6M	Buy	43,592 +2,041	+5%	+$76.7K	1.12%	25
2025 Q3	$1.54M	Sell	41,551 -1,274	-3%	-$45.9K	1.19%	24
2025 Q2	$1.48M	Buy	42,825 +283	+0.7%	+$9.53K	1.26%	22
2025 Q1	$1.46M	Buy	42,542 +1,523	+4%	+$49.5K	1.31%	22
2024 Q4	$1.24M	Buy	+41,019	New	+$1.35M	1.22%	24

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Cornerstone Financial Group's MOTI Position: Q1 2026 in Review

Cornerstone Financial Group reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 0.41% in Q1 2026, selling an estimated $6.62K and leaving 43,413 shares worth $1.52M. The position accounts for 0.98% of the portfolio, ranked #28.

Cornerstone Financial Group first reported a position in MOTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2025. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

Cornerstone Financial Group held 43,413 shares of VanEck Morningstar International Moat ETF worth $1.52M as of Q1 2026.
Cornerstone Financial Group sold 179 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $6.62K.
VanEck Morningstar International Moat ETF made up 0.98% of Cornerstone Financial Group's portfolio in Q1 2026, its #28 holding.
Cornerstone Financial Group first reported a position in VanEck Morningstar International Moat ETF in Q4 2024 and has held it in 6 quarters since.
Cornerstone Financial Group's VanEck Morningstar International Moat ETF position peaked at $1.6M in Q4 2025.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on Cornerstone Financial Group's 13F filing for Q1 2026, filed 6 May 2026.