Signature Estate & Investment Advisors’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Signature Estate & Investment Advisors’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.64M	Sell	147,944 -2,125	-1%	-$81.8K	0.1%	93
2026 Q1	$5.56M	Sell	150,069 -1,530	-1%	-$60.5K	0.11%	92
2025 Q4	$5.88M	Buy	151,599 +22,452	+17%	+$995K	0.12%	90
2025 Q3	$5.81M	Sell	129,147 -5,592	-4%	-$245K	0.12%	87
2025 Q2	$5.72M	Buy	134,739 +6,552	+5%	+$261K	0.13%	81
2025 Q1	$4.99M	Buy	128,187 +1,891	+1%	+$72.8K	0.13%	85
2024 Q4	$4.58M	Buy	126,296 +7,672	+6%	+$301K	0.11%	77
2024 Q3	$4.82M	Sell	118,624 -2,003	-2%	-$76.2K	0.11%	69
2024 Q2	$4.32M	Buy	+120,627	New	+$4.33M	0.11%	79

Other funds holding MOTG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Signature Estate & Investment Advisors's MOTG Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its VanEck Morningstar Global Wide Moat ETF (MOTG) stake by 1.4% in Q2 2026, selling an estimated $81.8K and leaving 147,944 shares worth $5.64M. The position accounts for 0.1% of the portfolio, ranked #93.

Signature Estate & Investment Advisors first reported a position in MOTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.88M in Q4 2025. 10 funds tracked by Wall St. Rank hold MOTG as of Q2 2026.

Signature Estate & Investment Advisors held 147,944 shares of VanEck Morningstar Global Wide Moat ETF worth $5.64M as of Q2 2026.
Signature Estate & Investment Advisors sold 2,125 VanEck Morningstar Global Wide Moat ETF shares in Q2 2026, an estimated $81.8K.
VanEck Morningstar Global Wide Moat ETF made up 0.1% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #93 holding.
Signature Estate & Investment Advisors first reported a position in VanEck Morningstar Global Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's VanEck Morningstar Global Wide Moat ETF position peaked at $5.88M in Q4 2025.
10 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.