SFA
MOTI icon

Sequoia Financial Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Sequoia Financial Advisors’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
2023
Q4 		– Sell
-8,656
Closed -$258K – 1229
2023
Q3 		$258K Sell
8,656
-3,102
-26% -$97.9K ﹤0.01% 746
2023
Q2 		$373K Hold
11,758
– – 0.01% 611
2023
Q1 		$376K Buy
+11,758
New +$370K 0.01% 547

Other funds holding MOTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Sequoia Financial Advisors's MOTI Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2023, closing a stake of 8,656 shares — an estimated $258K sold.

Sequoia Financial Advisors first reported a position in MOTI in Q1 2023 and held it in 3 quarters. The position peaked at $376K in Q1 2023. 59 funds tracked by Wall St. Rank hold MOTI as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,656 VanEck Morningstar International Moat ETF shares in Q4 2023, an estimated $258K.
  • Sequoia Financial Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2023 and held it in 3 quarters.
  • Sequoia Financial Advisors's VanEck Morningstar International Moat ETF position peaked at $376K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.