Turning Point Benefit Group’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Turning Point Benefit Group’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	$1.1M	Sell	31,829 -47,355	-60%	-$1.75M	0.7%	35
2025 Q4	$2.9M	Buy	79,184 +17,499	+28%	+$657K	1.52%	20
2025 Q3	$2.32M	Buy	61,685 +38,824	+170%	+$1.4M	1.4%	17
2025 Q2	$793K	Buy	22,861 +9,315	+69%	+$314K	0.6%	33
2025 Q1	$408K	Buy	13,546 +6,412	+90%	+$208K	0.38%	45
2024 Q4	$209K	Buy	+7,134	New	+$234K	0.2%	62

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Turning Point Benefit Group's MOTI Position: Q1 2026 in Review

Turning Point Benefit Group reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 60% in Q1 2026, selling an estimated $1.75M and leaving 31,829 shares worth $1.1M. The position accounts for 0.7% of the portfolio, ranked #35.

Turning Point Benefit Group first reported a position in MOTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9M in Q4 2025. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

Turning Point Benefit Group held 31,829 shares of VanEck Morningstar International Moat ETF worth $1.1M as of Q1 2026.
Turning Point Benefit Group sold 47,355 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $1.75M.
VanEck Morningstar International Moat ETF made up 0.7% of Turning Point Benefit Group's portfolio in Q1 2026, its #35 holding.
Turning Point Benefit Group first reported a position in VanEck Morningstar International Moat ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's VanEck Morningstar International Moat ETF position peaked at $2.9M in Q4 2025.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.