Cresset Asset Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Cresset Asset 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
2024 Q4	–	Sell	-10,700	Closed	-$375K	–	2037
2024 Q3	$375K	Hold	10,700	–	–	﹤0.01%	1694
2024 Q2	$335K	Buy	+10,700	New	+$341K	﹤0.01%	1654
2023 Q3	–	Sell	-8,185	Closed	-$260K	–	1916
2023 Q2	$260K	Hold	8,185	–	–	﹤0.01%	1593
2023 Q1	$262K	Buy	+8,185	New	+$258K	0.01%	677

Other funds holding MOTI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cresset Asset Management's MOTI Position: Q4 2024 in Review

Cresset Asset Management sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2024, closing a stake of 10,700 shares — an estimated $375K sold.

Cresset Asset Management first reported a position in MOTI in Q1 2023 and held it in 4 quarters. The position peaked at $375K in Q3 2024. 58 funds tracked by Wall St. Rank hold MOTI as of Q4 2024.

Cresset Asset Management reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 10,700 VanEck Morningstar International Moat ETF shares in Q4 2024, an estimated $375K.
Cresset Asset Management first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and held it in 4 quarters.
Cresset Asset Management's VanEck Morningstar International Moat ETF position peaked at $375K in Q3 2024.
58 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.