First Foundation Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

First Foundation 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 Q1	$1.24M	Sell	36,373 -1,371	-4%	-$50.7K	0.05%	168
2025 Q4	$1.38M	Sell	37,744 -1,911	-5%	-$71.8K	0.05%	153
2025 Q3	$1.47M	Sell	39,655 -1,120	-3%	-$40.4K	0.05%	152
2025 Q2	$1.41M	Sell	40,775 -4,011	-9%	-$135K	0.05%	161
2025 Q1	$1.49M	Sell	44,786 -5,250	-10%	-$171K	0.06%	142
2024 Q4	$1.52M	Sell	50,036 -464	-0.9%	-$15.2K	0.06%	144
2024 Q3	$1.77M	Sell	50,500 -1,630	-3%	-$52.8K	0.07%	132
2024 Q2	$1.63M	Sell	52,130 -5,255	-9%	-$168K	0.06%	132
2024 Q1	$1.79M	Buy	57,385 +502	+0.9%	+$15.2K	0.07%	127
2023 Q4	$1.77M	Buy	56,883 +7,890	+16%	+$237K	0.08%	124
2023 Q3	$1.46M	Buy	48,993 +31,532	+181%	+$995K	0.07%	148
2023 Q2	$554K	Buy	+17,461	New	+$553K	0.02%	232

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Foundation Advisors's MOTI Position: Q1 2026 in Review

First Foundation Advisors reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 3.6% in Q1 2026, selling an estimated $50.7K and leaving 36,373 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #168.

First Foundation Advisors first reported a position in MOTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q1 2024. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

First Foundation Advisors held 36,373 shares of VanEck Morningstar International Moat ETF worth $1.24M as of Q1 2026.
First Foundation Advisors sold 1,371 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $50.7K.
VanEck Morningstar International Moat ETF made up 0.05% of First Foundation Advisors's portfolio in Q1 2026, its #168 holding.
First Foundation Advisors first reported a position in VanEck Morningstar International Moat ETF in Q2 2023 and has held it in 12 quarters since.
First Foundation Advisors's VanEck Morningstar International Moat ETF position peaked at $1.79M in Q1 2024.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.