TC
MOTE

TAP Consulting’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History

TAP Consulting’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
2023
Q4 		– Sell
-49,115
Closed -$1.13M – 138
2023
Q3 		$1.13M Buy
+49,115
New +$1.19M 0.29% 86

Other funds holding MOTE

SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAP Consulting's MOTE Position: Q4 2023 in Review

TAP Consulting sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q4 2023, closing a stake of 49,115 shares — an estimated $1.13M sold.

TAP Consulting first reported a position in MOTE in Q3 2023 and held it in 1 quarter. The position peaked at $1.13M in Q3 2023. 6 funds tracked by Wall St. Rank hold MOTE as of Q4 2023.

  • TAP Consulting reported no remaining VanEck Morningstar ESG Moat ETF position as of Q4 2023 after selling out during the quarter.
  • TAP Consulting sold 49,115 VanEck Morningstar ESG Moat ETF shares in Q4 2023, an estimated $1.13M.
  • TAP Consulting first reported a position in VanEck Morningstar ESG Moat ETF in Q3 2023 and held it in 1 quarter.
  • TAP Consulting's VanEck Morningstar ESG Moat ETF position peaked at $1.13M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q4 2023.

Based on TAP Consulting's 13F filing for Q4 2023, filed 2 Feb 2024.