Smith, Moore & Co’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-72,222
| Closed | -$2M | – | 540 |
|
|
2025
Q2 | $2M | Hold |
72,222
| – | – | 0.17% | 119 |
|
|
2025
Q1 | $1.93M | Sell |
72,222
-602
| -0.8% | -$16.8K | 0.18% | 117 |
|
|
2024
Q4 | $2.05M | Buy |
72,824
+510
| +0.7% | +$14.9K | 0.19% | 109 |
|
|
2024
Q3 | $2.09M | Buy |
72,314
+1,400
| +2% | +$38.4K | 0.2% | 101 |
|
|
2024
Q2 | $1.86M | Buy |
70,914
+1,283
| +2% | +$33.4K | 0.19% | 107 |
|
|
2024
Q1 | $1.89M | Buy |
69,631
+5,043
| +8% | +$131K | 0.2% | 102 |
|
|
2023
Q4 | $1.65M | Buy |
64,588
+1,864
| +3% | +$44K | 0.19% | 102 |
|
|
2023
Q3 | $1.45M | Sell |
62,724
-435
| -0.7% | -$10.5K | 0.19% | 102 |
|
|
2023
Q2 | $1.55M | Sell |
63,159
-1,457
| -2% | -$34.2K | 0.2% | 102 |
|
|
2023
Q1 | $1.51M | Sell |
64,616
-777
| -1% | -$17.9K | 0.21% | 95 |
|
|
2022
Q4 | $1.43M | Buy |
65,393
+41,052
| +169% | +$889K | 0.2% | 95 |
|
|
2022
Q3 | $485K | Buy |
+24,341
| New | +$544K | 0.07% | 224 |
|
Smith, Moore & Co's MOTE Position: Q3 2025 in Review
Smith, Moore & Co sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q3 2025, closing a stake of 72,222 shares — an estimated $2M sold.
Smith, Moore & Co first reported a position in MOTE in Q3 2022 and held it in 12 quarters. The position peaked at $2.09M in Q3 2024. 0 funds tracked by Wall St. Rank hold MOTE as of Q3 2025.
- Smith, Moore & Co reported no remaining VanEck Morningstar ESG Moat ETF position as of Q3 2025 after selling out during the quarter.
- Smith, Moore & Co sold 72,222 VanEck Morningstar ESG Moat ETF shares in Q3 2025, an estimated $2M.
- Smith, Moore & Co first reported a position in VanEck Morningstar ESG Moat ETF in Q3 2022 and held it in 12 quarters.
- Smith, Moore & Co's VanEck Morningstar ESG Moat ETF position peaked at $2.09M in Q3 2024.
- 0 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q3 2025.
Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.