GeoWealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-6,473	Closed	-$224K	–	1046
2025 Q2	$224K	Sell	6,473 -68	-1%	-$2.29K	0.01%	630
2025 Q1	$218K	Sell	6,541 -797	-11%	-$25.9K	0.01%	641
2024 Q4	$222K	Sell	7,338 -8,153	-53%	-$268K	0.01%	727
2024 Q3	$543K	Sell	15,491 -925	-6%	-$30K	0.02%	452
2024 Q2	$515K	Buy	16,416 +191	+1%	+$6.09K	0.02%	423
2024 Q1	$505K	Sell	16,225 -12,961	-44%	-$393K	0.02%	434
2023 Q4	$909K	Sell	29,186 -643	-2%	-$19.3K	0.08%	225
2023 Q3	$890K	Buy	29,829 +637	+2%	+$20.1K	0.1%	153
2023 Q2	$926K	Sell	29,192 -432	-1%	-$13.7K	0.1%	126
2023 Q1	$947K	Buy	+29,624	New	+$932K	0.11%	101

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

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

SFBLI

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

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

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

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

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

TPBG

Turning Point Benefit Group Frederick, Maryland $157M AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GeoWealth Management's MOTI Position: Q3 2025 in Review

GeoWealth Management sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2025, closing a stake of 6,473 shares — an estimated $224K sold.

GeoWealth Management first reported a position in MOTI in Q1 2023 and held it in 10 quarters. The position peaked at $947K in Q1 2023. 62 funds tracked by Wall St. Rank hold MOTI as of Q3 2025.

GeoWealth Management reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 6,473 VanEck Morningstar International Moat ETF shares in Q3 2025, an estimated $224K.
GeoWealth Management first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and held it in 10 quarters.
GeoWealth Management's VanEck Morningstar International Moat ETF position peaked at $947K in Q1 2023.
62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.