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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$219K Sell
6,588
-372
-5% -$12.4K 0.02% 351
2024
Q4
$211K Sell
6,960
-7,105
-51% -$215K 0.02% 353
2024
Q3
$493K Sell
14,065
-100
-0.7% -$3.51K 0.05% 200
2024
Q2
$444K Sell
14,165
-370
-3% -$11.6K 0.04% 216
2024
Q1
$452K Buy
14,535
+1,674
+13% +$52.1K 0.05% 205
2023
Q4
$400K Sell
12,861
-3,081
-19% -$95.9K 0.04% 213
2023
Q3
$476K Sell
15,942
-1,071
-6% -$32K 0.06% 181
2023
Q2
$540K Sell
17,013
-411
-2% -$13K 0.06% 165
2023
Q1
$557K Buy
+17,424
New +$557K 0.07% 158