Gallagher Fiduciary Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Gallagher Fiduciary 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
2024 Q3	–	Sell	-10,315	Closed	-$323K	–	294
2024 Q2	$323K	Sell	10,315 -97	-0.9%	-$3.09K	0.07%	144
2024 Q1	$324K	Buy	10,412 +449	+5%	+$13.6K	0.01%	143
2023 Q4	$310K	Sell	9,963 -364	-4%	-$10.9K	0.01%	139
2023 Q3	$308K	Sell	10,327 -11	-0.1%	-$347	0.03%	129
2023 Q2	$328K	Buy	10,338 +505	+5%	+$16K	0.02%	146
2023 Q1	$314K	Buy	+9,833	New	+$309K	0.03%	144

Other funds holding MOTI

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

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

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

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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Gallagher Fiduciary Advisors's MOTI Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2024, closing a stake of 10,315 shares — an estimated $323K sold.

Gallagher Fiduciary Advisors first reported a position in MOTI in Q1 2023 and held it in 6 quarters. The position peaked at $328K in Q2 2023. 52 funds tracked by Wall St. Rank hold MOTI as of Q3 2024.

Gallagher Fiduciary Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 10,315 VanEck Morningstar International Moat ETF shares in Q3 2024, an estimated $323K.
Gallagher Fiduciary Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and held it in 6 quarters.
Gallagher Fiduciary Advisors's VanEck Morningstar International Moat ETF position peaked at $328K in Q2 2023.
52 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.