Steward Partners Investment Advisory’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $562K | Sell |
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|
2024
Q3 | $933K | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1,000K | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $524K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $190K | Sell |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $533K | Buy |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Buy |
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