Planned Solutions’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Planned Solutions’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
2026 Q3	–	Sell	-11,211	Closed	-$373K	–	157
2026 Q2	$373K	Sell	11,211 -2,796	-20%	-$96.9K	0.11%	98
2026 Q1	$478K	Hold	14,007	–	–	0.16%	71
2025 Q4	$514K	Hold	14,007	–	–	0.16%	71
2025 Q3	$519K	Hold	14,007	–	–	0.18%	64
2025 Q2	$486K	Sell	14,007 -473	-3%	-$15.9K	0.18%	63
2025 Q1	$482K	Hold	14,480	–	–	0.2%	58
2024 Q4	$439K	Sell	14,480 -8,018	-36%	-$263K	0.18%	60
2024 Q3	$788K	Sell	22,498 -15,399	-41%	-$499K	0.32%	34
2024 Q2	$1.19M	Sell	37,897 -249	-0.7%	-$7.94K	0.58%	23
2024 Q1	$1.19M	Buy	38,146 +22	+0.1%	+$667	0.58%	22
2023 Q4	$1.19M	Sell	38,124 -2,745	-7%	-$82.4K	0.56%	21
2023 Q3	$1.22M	Buy	40,869 +3,605	+10%	+$114K	0.73%	18
2023 Q2	$1.18M	Buy	37,264 +2,651	+8%	+$83.9K	0.7%	21
2023 Q1	$1.11M	Buy	34,613 +26,606	+332%	+$837K	0.7%	21
2022 Q4	$232K	Buy	+8,007	New	+$223K	0.17%	63

Other funds holding MOTI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Creekside Partners Petaluma, California $270M AUM 15.58% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Planned Solutions's MOTI Position: Q3 2026 in Review

Planned Solutions sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2026, closing a stake of 11,211 shares — an estimated $373K sold.

Planned Solutions first reported a position in MOTI in Q4 2022 and held it in 15 quarters. The position peaked at $1.22M in Q3 2023. 17 funds tracked by Wall St. Rank hold MOTI as of Q3 2026.

Planned Solutions reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2026 after selling out during the quarter.
Planned Solutions sold 11,211 VanEck Morningstar International Moat ETF shares in Q3 2026, an estimated $373K.
Planned Solutions first reported a position in VanEck Morningstar International Moat ETF in Q4 2022 and held it in 15 quarters.
Planned Solutions's VanEck Morningstar International Moat ETF position peaked at $1.22M in Q3 2023.
17 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.