EWA
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EverSource Wealth Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

EverSource Wealth Advisors’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
Q2 		$235K Hold
7,069
– – 0.01% 926
2026
Q1 		$241K Hold
7,069
– – 0.01% 947
2025
Q4 		$259K Buy
7,069
+118
+2% +$4.43K 0.01% 830
2025
Q3 		$258K Sell
6,951
-48
-0.7% -$1.73K 0.01% 787
2025
Q2 		$243K Buy
+6,999
New +$236K 0.01% 783
2024
Q2 		– Sell
-434
Closed -$13.4K – 3117
2024
Q1 		$13.4K Buy
+434
New +$13.2K ﹤0.01% 1553

Other funds holding MOTI

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

EverSource Wealth Advisors's MOTI Position: Q2 2026 in Review

EverSource Wealth Advisors held its VanEck Morningstar International Moat ETF (MOTI) position steady in Q2 2026 at 7,069 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #926.

EverSource Wealth Advisors first reported a position in MOTI in Q1 2024 and has held it in 6 quarters since. The position peaked at $259K in Q4 2025. 22 funds tracked by Wall St. Rank hold MOTI as of Q2 2026.

  • EverSource Wealth Advisors held 7,069 shares of VanEck Morningstar International Moat ETF worth $235K as of Q2 2026.
  • EverSource Wealth Advisors left its VanEck Morningstar International Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar International Moat ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #926 holding.
  • EverSource Wealth Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's VanEck Morningstar International Moat ETF position peaked at $259K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.