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Whipplewood Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Whipplewood Advisors’s Portfolio MOTI Stock Details MOTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
30,188
+7,666
+34% +$266K 0.58% 40
2025
Q1 		$1.09M Sell
22,522
-8,768
-28% -$426K 0.65% 34
2024
Q4 		$948K Buy
+31,290
New +$948K 0.54% 46