FAIM
MOTI icon

Financial Advocates Investment Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-6,864
Closed -$214K – 797
2023
Q4 		$214K Buy
+6,864
New +$206K 0.01% 669

Other funds holding MOTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Advocates Investment Management's MOTI Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2024, closing a stake of 6,864 shares — an estimated $214K sold.

Financial Advocates Investment Management first reported a position in MOTI in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 61 funds tracked by Wall St. Rank hold MOTI as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,864 VanEck Morningstar International Moat ETF shares in Q1 2024, an estimated $214K.
  • Financial Advocates Investment Management first reported a position in VanEck Morningstar International Moat ETF in Q4 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's VanEck Morningstar International Moat ETF position peaked at $214K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.