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Retirement Guys Formula’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Retirement Guys Formula’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
2022
Q4 		– Sell
-9,069
Closed -$226K – 130
2022
Q3 		$226K Buy
9,069
+109
+1% +$3.08K 0.24% 109
2022
Q2 		$259K Sell
8,960
-4,633
-34% -$140K 0.27% 112
2022
Q1 		$431K Sell
13,593
-12,118
-47% -$393K 0.29% 64
2021
Q4 		$826K Buy
+25,711
New +$862K 0.66% 31

Other funds holding MOTI

JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
TB
Treynor Bancshares Treynor, Iowa $94.7M AUM 8.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Retirement Guys Formula's MOTI Position: Q4 2022 in Review

Retirement Guys Formula sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2022, closing a stake of 9,069 shares — an estimated $226K sold.

Retirement Guys Formula first reported a position in MOTI in Q4 2021 and held it in 4 quarters. The position peaked at $826K in Q4 2021. 30 funds tracked by Wall St. Rank hold MOTI as of Q4 2022.

  • Retirement Guys Formula reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 9,069 VanEck Morningstar International Moat ETF shares in Q4 2022, an estimated $226K.
  • Retirement Guys Formula first reported a position in VanEck Morningstar International Moat ETF in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's VanEck Morningstar International Moat ETF position peaked at $826K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.