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

Whipplewood Advisors’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	$1.15M	Buy	34,730 +3,617	+12%	+$125K	0.78%	32
2026 Q1	$1.06M	Buy	31,113 +821	+3%	+$30.4K	0.55%	43
2025 Q4	$1.11M	Sell	30,292 -1,357	-4%	-$51K	0.71%	40
2025 Q3	$1.17M	Buy	31,649 +1,461	+5%	+$52.7K	0.77%	39
2025 Q2	$1.05M	Buy	30,188 +7,666	+34%	+$258K	0.58%	40
2025 Q1	$1.09M	Sell	22,522 -8,768	-28%	-$285K	0.65%	34
2024 Q4	$948K	Buy	+31,290	New	+$1.03M	0.54%	46

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

MCM

Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Whipplewood Advisors's MOTI Position: Q2 2026 in Review

Whipplewood Advisors increased its VanEck Morningstar International Moat ETF (MOTI) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 34,730 shares worth $1.15M. The position accounts for 0.78% of the portfolio, ranked #32.

Whipplewood Advisors first reported a position in MOTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2025. 22 funds tracked by Wall St. Rank hold MOTI as of Q2 2026.

Whipplewood Advisors held 34,730 shares of VanEck Morningstar International Moat ETF worth $1.15M as of Q2 2026.
Whipplewood Advisors bought 3,617 VanEck Morningstar International Moat ETF shares in Q2 2026, an estimated $125K.
VanEck Morningstar International Moat ETF made up 0.78% of Whipplewood Advisors's portfolio in Q2 2026, its #32 holding.
Whipplewood Advisors first reported a position in VanEck Morningstar International Moat ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's VanEck Morningstar International Moat ETF position peaked at $1.17M in Q3 2025.
22 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.