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 Q3	$245K	Hold	7,069	–	–	0.01%	930
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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Creekside Partners Petaluma, California $270M AUM 15.58% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return

EverSource Wealth Advisors's MOTI Position: Q3 2026 in Review

EverSource Wealth Advisors held its VanEck Morningstar International Moat ETF (MOTI) position steady in Q3 2026 at 7,069 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #930.

EverSource Wealth Advisors first reported a position in MOTI in Q1 2024 and has held it in 7 quarters since. The position peaked at $259K in Q4 2025. 17 funds tracked by Wall St. Rank hold MOTI as of Q3 2026.

EverSource Wealth Advisors held 7,069 shares of VanEck Morningstar International Moat ETF worth $245K as of Q3 2026.
EverSource Wealth Advisors left its VanEck Morningstar International Moat ETF share count unchanged in Q3 2026.
VanEck Morningstar International Moat ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #930 holding.
EverSource Wealth Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's VanEck Morningstar International Moat ETF position peaked at $259K in Q4 2025.
17 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.