Mercer Global Advisors
MOTI icon

Mercer Global Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Mercer Global Advisors’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
2023
Q3 		– Sell
-9,015
Closed -$286K – 2021
2023
Q2 		$286K Sell
9,015
-2,712
-23% -$85.9K ﹤0.01% 1542
2023
Q1 		$375K Buy
+11,727
New +$369K ﹤0.01% 1371

Other funds holding MOTI

Envestnet Asset Management
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors's MOTI Position: Q3 2023 in Review

Mercer Global Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2023, closing a stake of 9,015 shares — an estimated $286K sold.

Mercer Global Advisors first reported a position in MOTI in Q1 2023 and held it in 2 quarters. The position peaked at $375K in Q1 2023. 57 funds tracked by Wall St. Rank hold MOTI as of Q3 2023.

  • Mercer Global Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 9,015 VanEck Morningstar International Moat ETF shares in Q3 2023, an estimated $286K.
  • Mercer Global Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and held it in 2 quarters.
  • Mercer Global Advisors's VanEck Morningstar International Moat ETF position peaked at $375K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2023.

Based on Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.