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 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Planned Solutions's MOTI Position: Q2 2026 in Review

Planned Solutions reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 20% in Q2 2026, selling an estimated $96.9K and leaving 11,211 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #98.

Planned Solutions first reported a position in MOTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2023. 22 funds tracked by Wall St. Rank hold MOTI as of Q2 2026.

Planned Solutions held 11,211 shares of VanEck Morningstar International Moat ETF worth $373K as of Q2 2026.
Planned Solutions sold 2,796 VanEck Morningstar International Moat ETF shares in Q2 2026, an estimated $96.9K.
VanEck Morningstar International Moat ETF made up 0.11% of Planned Solutions's portfolio in Q2 2026, its #98 holding.
Planned Solutions first reported a position in VanEck Morningstar International Moat ETF in Q4 2022 and has held it in 15 quarters since.
Planned Solutions's VanEck Morningstar International Moat ETF position peaked at $1.22M in Q3 2023.
22 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.