Envestnet Portfolio Solutions
MOTI icon

Envestnet Portfolio Solutions’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Envestnet Portfolio Solutions’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
-5,805
Closed -$203K – 1772
2024
Q3 		$203K Buy
+5,805
New +$188K ﹤0.01% 1649

Other funds holding MOTI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Portfolio Solutions's MOTI Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2024, closing a stake of 5,805 shares — an estimated $203K sold.

Envestnet Portfolio Solutions first reported a position in MOTI in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 58 funds tracked by Wall St. Rank hold MOTI as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,805 VanEck Morningstar International Moat ETF shares in Q4 2024, an estimated $203K.
  • Envestnet Portfolio Solutions first reported a position in VanEck Morningstar International Moat ETF in Q3 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's VanEck Morningstar International Moat ETF position peaked at $203K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.