KSWA
Kathleen S. Wright Associates’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 | $1.1M | Hold |
31,770
| – | – | 0.43% | 46 |
|
|
2025
Q1 | $1.06M | Sell |
31,770
-3,001
| -9% | -$99.9K | 0.44% | 42 |
|
|
2024
Q4 | $1.05M | Sell |
34,771
-11
| -0% | -$333 | 0.44% | 46 |
|
|
2024
Q3 | $1.22M | Sell |
34,782
-5,930
| -15% | -$208K | 0.5% | 43 |
|
|
2024
Q2 | $1.28M | Sell |
40,712
-2,707
| -6% | -$84.9K | 0.59% | 38 |
|
|
2024
Q1 | $1.35M | Sell |
43,419
-1,803
| -4% | -$56.1K | 0.64% | 38 |
|
|
2023
Q4 | $1.41M | Buy |
45,222
+2,411
| +6% | +$75.1K | 0.72% | 37 |
|
|
2023
Q3 | $1.28M | Sell |
42,811
-2,108
| -5% | -$62.9K | 0.71% | 39 |
|
|
2023
Q2 | $1.43M | Sell |
44,919
-5,942
| -12% | -$189K | 0.91% | 28 |
|
|
2023
Q1 | $1.63M | Buy |
50,861
+9
| +0% | +$288 | 1.07% | 26 |
|
|
2022
Q4 | $1.47M | Sell |
50,852
-24,206
| -32% | -$700K | 1% | 28 |
|
|
2022
Q3 | $1.87M | Buy |
75,058
+1,918
| +3% | +$47.8K | 1.52% | 20 |
|
|
2022
Q2 | $2.11M | Sell |
73,140
-3,457
| -5% | -$99.8K | 1.78% | 16 |
|
|
2022
Q1 | $2.43M | Sell |
76,597
-3,216
| -4% | -$102K | 1.77% | 15 |
|
|
2021
Q4 | $2.56M | Buy |
+79,813
| New | +$2.56M | 1.89% | 15 |
|