Steward Partners Investment Advisory’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History

Steward Partners Investment Advisory’s Portfolio MOTE Stock Details MOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,000	Closed	-$139K	–	4337
2025 Q2	$139K	Hold	5,000	–	–	﹤0.01%	1930
2025 Q1	$133K	Hold	5,000	–	–	﹤0.01%	1846
2024 Q4	$141K	Hold	5,000	–	–	﹤0.01%	1801
2024 Q3	$145K	Hold	5,000	–	–	﹤0.01%	1684
2024 Q2	$131K	Hold	5,000	–	–	﹤0.01%	1644
2024 Q1	$136K	Buy	5,000 +3,000	+150%	+$78.1K	﹤0.01%	1607
2023 Q4	$51.1K	Hold	2,000	–	–	﹤0.01%	1985
2023 Q3	$46.2K	Hold	2,000	–	–	﹤0.01%	1948
2023 Q2	$49K	Hold	2,000	–	–	﹤0.01%	1897
2023 Q1	$46.8K	Hold	2,000	–	–	﹤0.01%	1880
2022 Q4	$43.7K	Hold	2,000	–	–	﹤0.01%	1893
2022 Q3	$40K	Hold	2,000	–	–	﹤0.01%	1895
2022 Q2	$43K	Buy	+2,000	New	+$45.3K	﹤0.01%	1871

Steward Partners Investment Advisory's MOTE Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q3 2025, closing a stake of 5,000 shares — an estimated $139K sold.

Steward Partners Investment Advisory first reported a position in MOTE in Q2 2022 and held it in 13 quarters. The position peaked at $145K in Q3 2024. 0 funds tracked by Wall St. Rank hold MOTE as of Q3 2025.

Steward Partners Investment Advisory reported no remaining VanEck Morningstar ESG Moat ETF position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,000 VanEck Morningstar ESG Moat ETF shares in Q3 2025, an estimated $139K.
Steward Partners Investment Advisory first reported a position in VanEck Morningstar ESG Moat ETF in Q2 2022 and held it in 13 quarters.
Steward Partners Investment Advisory's VanEck Morningstar ESG Moat ETF position peaked at $145K in Q3 2024.
0 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.