Moors & Cabot’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Moors & Cabot’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	–	Sell	-7,265	Closed	-$220K	–	909
2024 Q4	$220K	Buy	+7,265	New	+$239K	0.01%	776
2024 Q3	–	Sell	-7,160	Closed	-$224K	–	900
2024 Q2	$224K	Sell	7,160 -1,625	-18%	-$51.8K	0.01%	725
2024 Q1	$273K	Buy	+8,785	New	+$267K	0.01%	705

Other funds holding MOTI

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Moors & Cabot's MOTI Position: Q1 2025 in Review

Moors & Cabot sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2025, closing a stake of 7,265 shares — an estimated $220K sold.

Moors & Cabot first reported a position in MOTI in Q1 2024 and held it in 3 quarters. The position peaked at $273K in Q1 2024. 62 funds tracked by Wall St. Rank hold MOTI as of Q1 2025.

Moors & Cabot reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2025 after selling out during the quarter.
Moors & Cabot sold 7,265 VanEck Morningstar International Moat ETF shares in Q1 2025, an estimated $220K.
Moors & Cabot first reported a position in VanEck Morningstar International Moat ETF in Q1 2024 and held it in 3 quarters.
Moors & Cabot's VanEck Morningstar International Moat ETF position peaked at $273K in Q1 2024.
62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.