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 Q2	–	Sell	-31,829	Closed	-$1.1M	–	114
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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $162M AUM 14.64% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Turning Point Benefit Group's MOTI Position: Q2 2026 in Review

Turning Point Benefit Group sold out of VanEck Morningstar International Moat ETF (MOTI) in Q2 2026, closing a stake of 31,829 shares — an estimated $1.1M sold.

Turning Point Benefit Group first reported a position in MOTI in Q4 2024 and held it in 6 quarters. The position peaked at $2.9M in Q4 2025. 50 funds tracked by Wall St. Rank hold MOTI as of Q2 2026.

Turning Point Benefit Group reported no remaining VanEck Morningstar International Moat ETF position as of Q2 2026 after selling out during the quarter.
Turning Point Benefit Group sold 31,829 VanEck Morningstar International Moat ETF shares in Q2 2026, an estimated $1.1M.
Turning Point Benefit Group first reported a position in VanEck Morningstar International Moat ETF in Q4 2024 and held it in 6 quarters.
Turning Point Benefit Group's VanEck Morningstar International Moat ETF position peaked at $2.9M in Q4 2025.
50 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.