Jones Financial Companies’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Jones Financial Companies’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
2026 Q1	$794K	Buy	24,096 +8,731	+57%	+$323K	﹤0.01%	1820
2025 Q4	$564K	Buy	15,365 +13,747	+850%	+$516K	﹤0.01%	1469
2025 Q3	$59.3K	Buy	1,618 +1,418	+709%	+$51.1K	﹤0.01%	2298
2025 Q2	$6.93K	Hold	200	–	–	﹤0.01%	3014
2025 Q1	$6.71K	Buy	+200	New	+$6.5K	﹤0.01%	2856

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.05B AUM 16.69% 1-Year Est. Return

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

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

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

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

CFG

Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return

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

Jones Financial Companies's MOTI Position: Q1 2026 in Review

Jones Financial Companies increased its VanEck Morningstar International Moat ETF (MOTI) stake by 57% in Q1 2026, buying an estimated $323K and bringing the position to 24,096 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Jones Financial Companies first reported a position in MOTI in Q1 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

Jones Financial Companies held 24,096 shares of VanEck Morningstar International Moat ETF worth $794K as of Q1 2026.
Jones Financial Companies bought 8,731 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $323K.
VanEck Morningstar International Moat ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1820 holding.
Jones Financial Companies first reported a position in VanEck Morningstar International Moat ETF in Q1 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.