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

Opal Wealth 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
2024
Q3 		– Sell
-155
Closed -$4.86K – 808
2024
Q2 		$4.86K Sell
155
-56
-27% -$1.78K ﹤0.01% 809
2024
Q1 		$6.57K Buy
+211
New +$6.4K ﹤0.01% 262

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Opal Wealth Advisors's MOTI Position: Q3 2024 in Review

Opal Wealth Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2024, closing a stake of 155 shares — an estimated $4.86K sold.

Opal Wealth Advisors first reported a position in MOTI in Q1 2024 and held it in 2 quarters. The position peaked at $6.57K in Q1 2024. 52 funds tracked by Wall St. Rank hold MOTI as of Q3 2024.

  • Opal Wealth Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 155 VanEck Morningstar International Moat ETF shares in Q3 2024, an estimated $4.86K.
  • Opal Wealth Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's VanEck Morningstar International Moat ETF position peaked at $6.57K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.