Osaic Holdings’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History

Osaic Holdings’s Portfolio MOTE Stock Details MOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,172	Closed	-$32.5K	–	7966
2025 Q2	$32.5K	Hold	1,172	–	–	﹤0.01%	5352
2025 Q1	$31.3K	Hold	1,172	–	–	﹤0.01%	5044
2024 Q4	$33K	Hold	1,172	–	–	﹤0.01%	4997
2024 Q3	$33.9K	Sell	1,172 -986	-46%	-$27.1K	﹤0.01%	5024
2024 Q2	$56.8K	Hold	2,158	–	–	﹤0.01%	4583
2024 Q1	$58.5K	Buy	2,158 +1,172	+119%	+$30.5K	﹤0.01%	4631
2023 Q4	$25.2K	Buy	986 +583	+145%	+$13.8K	﹤0.01%	5368
2023 Q3	$9.3K	Hold	403	–	–	﹤0.01%	5948
2023 Q2	$9.87K	Hold	403	–	–	﹤0.01%	5969
2023 Q1	$9.44K	Hold	403	–	–	﹤0.01%	6010
2022 Q4	$9K	Hold	403	–	–	﹤0.01%	6003
2022 Q3	$8K	Buy	+403	New	+$9.01K	﹤0.01%	6134

Osaic Holdings's MOTE Position: Q3 2025 in Review

Osaic Holdings sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q3 2025, closing a stake of 1,172 shares — an estimated $32.5K sold.

Osaic Holdings first reported a position in MOTE in Q3 2022 and held it in 12 quarters. The position peaked at $58.5K in Q1 2024. 0 funds tracked by Wall St. Rank hold MOTE as of Q3 2025.

Osaic Holdings reported no remaining VanEck Morningstar ESG Moat ETF position as of Q3 2025 after selling out during the quarter.
Osaic Holdings sold 1,172 VanEck Morningstar ESG Moat ETF shares in Q3 2025, an estimated $32.5K.
Osaic Holdings first reported a position in VanEck Morningstar ESG Moat ETF in Q3 2022 and held it in 12 quarters.
Osaic Holdings's VanEck Morningstar ESG Moat ETF position peaked at $58.5K in Q1 2024.
0 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.