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Kathleen S. Wright Associates’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Kathleen S. Wright Associates’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 		$1.17M Sell
31,685
-85
-0.3% -$3.06K 0.44% 47
2025
Q2 		$1.1M Hold
31,770
– – 0.43% 46
2025
Q1 		$1.06M Sell
31,770
-3,001
-9% -$97.5K 0.44% 42
2024
Q4 		$1.05M Sell
34,771
-11
-0% -$361 0.44% 46
2024
Q3 		$1.22M Sell
34,782
-5,930
-15% -$192K 0.5% 43
2024
Q2 		$1.28M Sell
40,712
-2,707
-6% -$86.3K 0.59% 38
2024
Q1 		$1.35M Sell
43,419
-1,803
-4% -$54.7K 0.64% 38
2023
Q4 		$1.41M Buy
45,222
+2,411
+6% +$72.3K 0.72% 37
2023
Q3 		$1.28M Sell
42,811
-2,108
-5% -$66.5K 0.71% 39
2023
Q2 		$1.43M Sell
44,919
-5,942
-12% -$188K 0.91% 28
2023
Q1 		$1.63M Buy
50,861
+9
+0% +$283 1.07% 26
2022
Q4 		$1.47M Sell
50,852
-24,206
-32% -$674K 1% 28
2022
Q3 		$1.87M Buy
75,058
+1,918
+3% +$54.3K 1.52% 20
2022
Q2 		$2.11M Sell
73,140
-3,457
-5% -$105K 1.78% 16
2022
Q1 		$2.43M Sell
76,597
-3,216
-4% -$104K 1.77% 15
2021
Q4 		$2.56M Buy
+79,813
New +$2.67M 1.89% 15

Other funds holding MOTI

Envestnet Asset Management
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kathleen S. Wright Associates's MOTI Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 0.27% in Q3 2025, selling an estimated $3.06K and leaving 31,685 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #47.

Kathleen S. Wright Associates first reported a position in MOTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.56M in Q4 2021. 62 funds tracked by Wall St. Rank hold MOTI as of Q3 2025.

  • Kathleen S. Wright Associates held 31,685 shares of VanEck Morningstar International Moat ETF worth $1.17M as of Q3 2025.
  • Kathleen S. Wright Associates sold 85 VanEck Morningstar International Moat ETF shares in Q3 2025, an estimated $3.06K.
  • VanEck Morningstar International Moat ETF made up 0.44% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #47 holding.
  • Kathleen S. Wright Associates first reported a position in VanEck Morningstar International Moat ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's VanEck Morningstar International Moat ETF position peaked at $2.56M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.