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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
6,473
-68
-1% -$2.36K 0.01% 630
2025
Q1
$218K Sell
6,541
-797
-11% -$26.5K 0.01% 641
2024
Q4
$222K Sell
7,338
-8,153
-53% -$247K 0.01% 727
2024
Q3
$543K Sell
15,491
-925
-6% -$32.4K 0.02% 452
2024
Q2
$515K Buy
16,416
+191
+1% +$5.99K 0.02% 423
2024
Q1
$505K Sell
16,225
-12,961
-44% -$403K 0.02% 434
2023
Q4
$909K Sell
29,186
-643
-2% -$20K 0.08% 225
2023
Q3
$890K Buy
29,829
+637
+2% +$19K 0.1% 153
2023
Q2
$926K Sell
29,192
-432
-1% -$13.7K 0.1% 126
2023
Q1
$947K Buy
+29,624
New +$947K 0.11% 101