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Sterling Investment Advisors (Pennsylvania)’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2024
Q2 		– Sell
-37,500
Closed -$1.17M – 139
2024
Q1 		$1.17M Buy
37,500
+14,000
+60% +$425K 0.33% 75
2023
Q4 		$732K Buy
23,500
+16,150
+220% +$485K 0.23% 84
2023
Q3 		$219K Buy
+7,350
New +$232K 0.08% 123

Other funds holding MOTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MOTI Position: Q2 2024 in Review

Sterling Investment Advisors (Pennsylvania) sold out of VanEck Morningstar International Moat ETF (MOTI) in Q2 2024, closing a stake of 37,500 shares — an estimated $1.17M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MOTI in Q3 2023 and held it in 3 quarters. The position peaked at $1.17M in Q1 2024. 65 funds tracked by Wall St. Rank hold MOTI as of Q2 2024.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining VanEck Morningstar International Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 37,500 VanEck Morningstar International Moat ETF shares in Q2 2024, an estimated $1.17M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Morningstar International Moat ETF in Q3 2023 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s VanEck Morningstar International Moat ETF position peaked at $1.17M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2024.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2024, filed 5 Aug 2024.