Lionsbridge Wealth Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Lionsbridge Wealth Management’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
2024 Q4	–	Sell	-21,578	Closed	-$756K	–	69
2024 Q3	$756K	Sell	21,578 -272	-1%	-$8.81K	0.6%	55
2024 Q2	$685K	Buy	+21,850	New	+$697K	0.55%	49
2024 Q1	–	Sell	-24,844	Closed	-$774K	–	58
2023 Q4	$774K	Buy	24,844 +472	+2%	+$14.2K	0.62%	49
2023 Q3	$727K	Buy	24,372 +146	+0.6%	+$4.61K	0.69%	41
2023 Q2	$769K	Sell	24,226 -460	-2%	-$14.6K	0.69%	37
2023 Q1	$789K	Buy	+24,686	New	+$777K	0.73%	41

Other funds holding MOTI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 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 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lionsbridge Wealth Management's MOTI Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2024, closing a stake of 21,578 shares — an estimated $756K sold.

Lionsbridge Wealth Management first reported a position in MOTI in Q1 2023 and held it in 6 quarters. The position peaked at $789K in Q1 2023. 58 funds tracked by Wall St. Rank hold MOTI as of Q4 2024.

Lionsbridge Wealth Management reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2024 after selling out during the quarter.
Lionsbridge Wealth Management sold 21,578 VanEck Morningstar International Moat ETF shares in Q4 2024, an estimated $756K.
Lionsbridge Wealth Management first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and held it in 6 quarters.
Lionsbridge Wealth Management's VanEck Morningstar International Moat ETF position peaked at $789K in Q1 2023.
58 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.