SPIA
MOTI icon

Steward Partners Investment Advisory’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$742K Buy
21,716
+3,624
+20% +$134K ﹤0.01% 1316
2025
Q4 		$664K Sell
18,092
-850
-4% -$31.9K ﹤0.01% 1269
2025
Q3 		$702K Buy
18,942
+537
+3% +$19.4K ﹤0.01% 1209
2025
Q2 		$638K Sell
18,405
-141
-0.8% -$4.75K 0.01% 1184
2025
Q1 		$617K Hold
18,546
– – 0.01% 1125
2024
Q4 		$562K Sell
18,546
-8,087
-30% -$266K 0.01% 1099
2024
Q3 		$933K Sell
26,633
-9,558
-26% -$310K 0.01% 883
2024
Q2 		$1.13M Buy
36,191
+2,030
+6% +$64.7K 0.01% 765
2024
Q1 		$1.06M Buy
34,161
+2,062
+6% +$62.6K 0.01% 768
2023
Q4 		$1,000K Sell
32,099
-41,953
-57% -$1.26M 0.01% 723
2023
Q3 		$2.21M Sell
74,052
-35,172
-32% -$1.11M 0.03% 447
2023
Q2 		$3.47M Buy
109,224
+13,303
+14% +$421K 0.05% 339
2023
Q1 		$3.07M Buy
95,921
+78,142
+440% +$2.46M 0.05% 359
2022
Q4 		$514K Buy
17,779
+336
+2% +$9.35K 0.01% 898
2022
Q3 		$435K Buy
17,443
+253
+1% +$7.16K 0.01% 905
2022
Q2 		$496K Buy
17,190
+424
+3% +$12.8K 0.01% 853
2022
Q1 		$532K Buy
16,766
+4,312
+35% +$140K 0.01% 915
2021
Q4 		$400K Sell
12,454
-3,153
-20% -$106K 0.01% 1028
2021
Q3 		$524K Buy
15,607
+5,544
+55% +$191K 0.01% 887
2021
Q2 		$361K Buy
10,063
+4,329
+75% +$159K 0.01% 1083
2021
Q1 		$205K Buy
5,734
+85
+2% +$2.98K ﹤0.01% 1283
2020
Q4 		$190K Sell
5,649
-994
-15% -$31.6K ﹤0.01% 1094
2020
Q3 		$195K Sell
6,643
-8,938
-57% -$266K ﹤0.01% 951
2020
Q2 		$440K Sell
15,581
-1,078
-6% -$28.8K 0.01% 667
2020
Q1 		$409K Buy
16,659
+20
+0.1% +$581 0.02% 609
2019
Q4 		$533K Buy
16,639
+536
+3% +$17K 0.02% 617
2019
Q3 		$491K Buy
16,103
+4,871
+43% +$147K 0.02% 586
2019
Q2 		$347K Buy
11,232
+470
+4% +$14.6K 0.01% 657
2019
Q1 		$335K Buy
+10,762
New +$331K 0.01% 611
2018
Q3 		– Sell
-250
Closed -$8K – 2650
2018
Q2 		$8K Buy
+250
New +$8.48K ﹤0.01% 1818

Other funds holding MOTI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFG
Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Steward Partners Investment Advisory's MOTI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VanEck Morningstar International Moat ETF (MOTI) stake by 20% in Q1 2026, buying an estimated $134K and bringing the position to 21,716 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Steward Partners Investment Advisory first reported a position in MOTI in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.47M in Q2 2023. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

  • Steward Partners Investment Advisory held 21,716 shares of VanEck Morningstar International Moat ETF worth $742K as of Q1 2026.
  • Steward Partners Investment Advisory bought 3,624 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $134K.
  • VanEck Morningstar International Moat ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1316 holding.
  • Steward Partners Investment Advisory first reported a position in VanEck Morningstar International Moat ETF in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's VanEck Morningstar International Moat ETF position peaked at $3.47M in Q2 2023.
  • 60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.