JFA
JNBA Financial Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
21,978
-6,531
| -23% | -$226K | 0.07% | 105 |
|
|
2025
Q1 | $949K | Sell |
28,509
-6,868
| -19% | -$229K | 0.1% | 88 |
|
|
2024
Q4 | $1.07M | Sell |
35,377
-4,493
| -11% | -$136K | 0.11% | 83 |
|
|
2024
Q3 | $1.4M | Sell |
39,870
-35,818
| -47% | -$1.26M | 0.14% | 77 |
|
|
2024
Q2 | $2.37M | Sell |
75,688
-3,477
| -4% | -$109K | 0.25% | 57 |
|
|
2024
Q1 | $2.46M | Sell |
79,165
-12,169
| -13% | -$379K | 0.26% | 54 |
|
|
2023
Q4 | $2.84M | Sell |
91,334
-6,574
| -7% | -$205K | 0.32% | 52 |
|
|
2023
Q3 | $2.92M | Sell |
97,908
-4,822
| -5% | -$144K | 0.36% | 51 |
|
|
2023
Q2 | $3.26M | Buy |
102,730
+19,787
| +24% | +$628K | 0.39% | 50 |
|
|
2023
Q1 | $2.65M | Buy |
82,943
+3,872
| +5% | +$124K | 0.35% | 55 |
|
|
2022
Q4 | $2.29M | Sell |
79,071
-8,939
| -10% | -$259K | 0.32% | 57 |
|
|
2022
Q3 | $2.2M | Buy |
88,010
+7,471
| +9% | +$186K | 0.34% | 55 |
|
|
2022
Q2 | $2.33M | Buy |
80,539
+20,543
| +34% | +$593K | 0.35% | 53 |
|
|
2022
Q1 | $1.9M | Buy |
59,996
+20,015
| +50% | +$635K | 0.25% | 64 |
|
|
2021
Q4 | $1.28M | Buy |
39,981
+2,872
| +8% | +$92.2K | 0.16% | 86 |
|
|
2021
Q3 | $1.25M | Buy |
37,109
+4,611
| +14% | +$155K | 0.17% | 80 |
|
|
2021
Q2 | $1.17M | Buy |
32,498
+4,388
| +16% | +$157K | 0.16% | 87 |
|
|
2021
Q1 | $1.01M | Buy |
28,110
+6,176
| +28% | +$221K | 0.15% | 88 |
|
|
2020
Q4 | $738K | Buy |
21,934
+1,565
| +8% | +$52.7K | 0.12% | 90 |
|
|
2020
Q3 | $597K | Hold |
20,369
| – | – | 0.12% | 88 |
|
|
2020
Q2 | $575K | Buy |
20,369
+230
| +1% | +$6.49K | 0.12% | 91 |
|
|
2020
Q1 | $496K | Buy |
20,139
+3,178
| +19% | +$78.3K | 0.12% | 89 |
|
|
2019
Q4 | $544K | Buy |
16,961
+7,085
| +72% | +$227K | 0.1% | 93 |
|
|
2019
Q3 | $301K | Buy |
9,876
+1,483
| +18% | +$45.2K | 0.06% | 116 |
|
|
2019
Q2 | $260K | Buy |
8,393
+6,750
| +411% | +$209K | 0.05% | 133 |
|
|
2019
Q1 | $51K | Buy |
+1,643
| New | +$51K | 0.01% | 227 |
|