Kelman-Lazarov Inc’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-20,436
| Closed | -$566K | – | 136 |
|
|
2025
Q2 | $566K | Buy |
20,436
+289
| +1% | +$7.62K | 0.09% | 73 |
|
|
2025
Q1 | $537K | Buy |
20,147
+1,022
| +5% | +$28.5K | 0.1% | 73 |
|
|
2024
Q4 | $539K | Buy |
19,125
+68
| +0.4% | +$1.98K | 0.1% | 70 |
|
|
2024
Q3 | $552K | Buy |
19,057
+637
| +3% | +$17.5K | 0.09% | 71 |
|
|
2024
Q2 | $484K | Buy |
18,420
+382
| +2% | +$9.96K | 0.09% | 71 |
|
|
2024
Q1 | $489K | Sell |
18,038
-370
| -2% | -$9.64K | 0.1% | 70 |
|
|
2023
Q4 | $470K | Buy |
18,408
+5
| +0% | +$118 | 0.1% | 68 |
|
|
2023
Q3 | $425K | Sell |
18,403
-928
| -5% | -$22.5K | 0.1% | 68 |
|
|
2023
Q2 | $474K | Sell |
19,331
-49
| -0.3% | -$1.15K | 0.11% | 66 |
|
|
2023
Q1 | $454K | Sell |
19,380
-12
| -0.1% | -$277 | 0.12% | 63 |
|
|
2022
Q4 | $423K | Sell |
19,392
-512
| -3% | -$11.1K | 0.12% | 62 |
|
|
2022
Q3 | $397K | Sell |
19,904
-1,619
| -8% | -$36.2K | 0.14% | 58 |
|
|
2022
Q2 | $461K | Buy |
+21,523
| New | +$488K | 0.16% | 53 |
|
Kelman-Lazarov Inc's MOTE Position: Q3 2025 in Review
Kelman-Lazarov Inc sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q3 2025, closing a stake of 20,436 shares — an estimated $566K sold.
Kelman-Lazarov Inc first reported a position in MOTE in Q2 2022 and held it in 13 quarters. The position peaked at $566K in Q2 2025. 0 funds tracked by Wall St. Rank hold MOTE as of Q3 2025.
- Kelman-Lazarov Inc reported no remaining VanEck Morningstar ESG Moat ETF position as of Q3 2025 after selling out during the quarter.
- Kelman-Lazarov Inc sold 20,436 VanEck Morningstar ESG Moat ETF shares in Q3 2025, an estimated $566K.
- Kelman-Lazarov Inc first reported a position in VanEck Morningstar ESG Moat ETF in Q2 2022 and held it in 13 quarters.
- Kelman-Lazarov Inc's VanEck Morningstar ESG Moat ETF position peaked at $566K in Q2 2025.
- 0 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q3 2025.
Based on Kelman-Lazarov Inc's 13F filing for Q3 2025, filed 12 Nov 2025.