Rockefeller Capital Management’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Rockefeller Capital Management’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 Q1	–	Sell	-7,922	Closed	-$291K	–	4819
2025 Q4	$291K	Buy	7,922 +347	+5%	+$13K	﹤0.01%	2175
2025 Q3	$281K	Sell	7,575 -5,726	-43%	-$207K	﹤0.01%	2054
2025 Q2	$461K	Sell	13,301 -6,069	-31%	-$204K	﹤0.01%	1577
2025 Q1	$645K	Sell	19,370 -404	-2%	-$13.1K	﹤0.01%	1402
2024 Q4	$599K	Buy	19,774 +38	+0.2%	+$1.25K	﹤0.01%	1421
2024 Q3	$692K	Sell	19,736 -720	-4%	-$23.3K	﹤0.01%	1346
2024 Q2	$641K	Sell	20,456 -7,546	-27%	-$241K	﹤0.01%	1366
2024 Q1	$871K	Buy	+28,002	New	+$850K	﹤0.01%	1305

Other funds holding MOTI

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Rockefeller Capital Management's MOTI Position: Q1 2026 in Review

Rockefeller Capital Management sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2026, closing a stake of 7,922 shares — an estimated $291K sold.

Rockefeller Capital Management first reported a position in MOTI in Q1 2024 and held it in 8 quarters. The position peaked at $871K in Q1 2024. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

Rockefeller Capital Management reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2026 after selling out during the quarter.
Rockefeller Capital Management sold 7,922 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $291K.
Rockefeller Capital Management first reported a position in VanEck Morningstar International Moat ETF in Q1 2024 and held it in 8 quarters.
Rockefeller Capital Management's VanEck Morningstar International Moat ETF position peaked at $871K in Q1 2024.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.