Sierra Ocean’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Sierra Ocean’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
2025 Q1	–	Sell	-3,080	Closed	-$93.3K	–	1095
2024 Q4	$93.3K	Buy	+3,080	New	+$101K	0.08%	101

Other funds holding MOTI

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Sierra Ocean's MOTI Position: Q1 2025 in Review

Sierra Ocean sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2025, closing a stake of 3,080 shares — an estimated $93.3K sold.

Sierra Ocean first reported a position in MOTI in Q4 2024 and held it in 1 quarter. The position peaked at $93.3K in Q4 2024. 62 funds tracked by Wall St. Rank hold MOTI as of Q1 2025.

Sierra Ocean reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 3,080 VanEck Morningstar International Moat ETF shares in Q1 2025, an estimated $93.3K.
Sierra Ocean first reported a position in VanEck Morningstar International Moat ETF in Q4 2024 and held it in 1 quarter.
Sierra Ocean's VanEck Morningstar International Moat ETF position peaked at $93.3K in Q4 2024.
62 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.