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

Marcum Wealth’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 Q1	$219K	Sell	6,588 -372	-5%	-$12.1K	0.02%	351
2024 Q4	$211K	Sell	6,960 -7,105	-51%	-$233K	0.02%	353
2024 Q3	$493K	Sell	14,065 -100	-0.7%	-$3.24K	0.05%	200
2024 Q2	$444K	Sell	14,165 -370	-3%	-$11.8K	0.04%	216
2024 Q1	$452K	Buy	14,535 +1,674	+13%	+$50.8K	0.05%	205
2023 Q4	$400K	Sell	12,861 -3,081	-19%	-$92.4K	0.04%	213
2023 Q3	$476K	Sell	15,942 -1,071	-6%	-$33.8K	0.06%	181
2023 Q2	$540K	Sell	17,013 -411	-2%	-$13K	0.06%	165
2023 Q1	$557K	Buy	+17,424	New	+$548K	0.07%	158

Other funds holding MOTI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $1.05B AUM 16.69% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Marcum Wealth's MOTI Position: Q1 2025 in Review

Marcum Wealth reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 5.3% in Q1 2025, selling an estimated $12.1K and leaving 6,588 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #351.

Marcum Wealth first reported a position in MOTI in Q1 2023 and has held it in 9 quarters since. The position peaked at $557K in Q1 2023. 62 funds tracked by Wall St. Rank hold MOTI as of Q1 2025.

Marcum Wealth held 6,588 shares of VanEck Morningstar International Moat ETF worth $219K as of Q1 2025.
Marcum Wealth sold 372 VanEck Morningstar International Moat ETF shares in Q1 2025, an estimated $12.1K.
VanEck Morningstar International Moat ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #351 holding.
Marcum Wealth first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and has held it in 9 quarters since.
Marcum Wealth's VanEck Morningstar International Moat ETF position peaked at $557K in Q1 2023.
62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.