UBS Group’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History

UBS Group’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	-419	Closed	-$9.67K	–	9683
2023 Q3	$9.67K	Sell	419 -1,074	-72%	-$26K	﹤0.01%	7126
2023 Q2	$36.6K	Buy	+1,493	New	+$35K	﹤0.01%	6630
2022 Q1	–	Sell	-33	Closed	-$1K	–	10653
2021 Q4	$1K	Buy	+33	New	+$880	﹤0.01%	9998

Other funds holding MOTE

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's MOTE Position: Q4 2023 in Review

UBS Group sold out of VanEck Morningstar ESG Moat ETF (MOTE) in Q4 2023, closing a stake of 419 shares — an estimated $9.67K sold.

UBS Group first reported a position in MOTE in Q4 2021 and held it in 3 quarters. The position peaked at $36.6K in Q2 2023. 6 funds tracked by Wall St. Rank hold MOTE as of Q4 2023.

UBS Group reported no remaining VanEck Morningstar ESG Moat ETF position as of Q4 2023 after selling out during the quarter.
UBS Group sold 419 VanEck Morningstar ESG Moat ETF shares in Q4 2023, an estimated $9.67K.
UBS Group first reported a position in VanEck Morningstar ESG Moat ETF in Q4 2021 and held it in 3 quarters.
UBS Group's VanEck Morningstar ESG Moat ETF position peaked at $36.6K in Q2 2023.
6 funds tracked by Wall St. Rank held VanEck Morningstar ESG Moat ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.