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

MGB 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
2025 Q4	$5.68K	Buy	155 +5	+3%	+$188	﹤0.01%	303
2025 Q3	$5.56K	Hold	150	–	–	﹤0.01%	304
2025 Q2	$5.2K	Hold	150	–	–	﹤0.01%	300
2025 Q1	$4.99K	Hold	150	–	–	﹤0.01%	286
2024 Q4	$4.54K	Hold	150	–	–	﹤0.01%	281
2024 Q3	$5.26K	Hold	150	–	–	﹤0.01%	272
2024 Q2	$4.95K	Hold	150	–	–	﹤0.01%	271
2024 Q1	$4.67K	Hold	150	–	–	﹤0.01%	257
2023 Q4	$4.67K	Buy	+150	New	+$4.5K	﹤0.01%	250

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

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

MGB Wealth Management's MOTI Position: Q4 2025 in Review

MGB Wealth Management increased its VanEck Morningstar International Moat ETF (MOTI) stake by 3.3% in Q4 2025, buying an estimated $188 and bringing the position to 155 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

MGB Wealth Management first reported a position in MOTI in Q4 2023 and has held it in 9 quarters since. 66 funds tracked by Wall St. Rank hold MOTI as of Q4 2025.

MGB Wealth Management held 155 shares of VanEck Morningstar International Moat ETF worth $5.68K as of Q4 2025.
MGB Wealth Management bought 5 VanEck Morningstar International Moat ETF shares in Q4 2025, an estimated $188.
VanEck Morningstar International Moat ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #303 holding.
MGB Wealth Management first reported a position in VanEck Morningstar International Moat ETF in Q4 2023 and has held it in 9 quarters since.
66 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.