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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $162M AUM 14.64% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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. 50 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.
50 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.