Insight Advisors’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Insight Advisors’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,729	Closed	-$295K	–	304
2023 Q1	$295K	Sell	8,729 -3,217	-27%	-$108K	0.07%	225
2022 Q4	$386K	Sell	11,946 -7,610	-39%	-$244K	0.13%	200
2022 Q3	$571K	Buy	19,556 +965	+5%	+$31.7K	0.22%	117
2022 Q2	$645K	Buy	18,591 +6,937	+60%	+$236K	0.22%	120
2022 Q1	$425K	Buy	+11,654	New	+$426K	0.13%	202

Other funds holding MOTG

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Insight Advisors's MOTG Position: Q2 2023 in Review

Insight Advisors sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q2 2023, closing a stake of 8,729 shares — an estimated $295K sold.

Insight Advisors first reported a position in MOTG in Q1 2022 and held it in 5 quarters. The position peaked at $645K in Q2 2022. 11 funds tracked by Wall St. Rank hold MOTG as of Q2 2023.

Insight Advisors reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q2 2023 after selling out during the quarter.
Insight Advisors sold 8,729 VanEck Morningstar Global Wide Moat ETF shares in Q2 2023, an estimated $295K.
Insight Advisors first reported a position in VanEck Morningstar Global Wide Moat ETF in Q1 2022 and held it in 5 quarters.
Insight Advisors's VanEck Morningstar Global Wide Moat ETF position peaked at $645K in Q2 2022.
11 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.