9WM
MOAT icon

9258 Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

9258 Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.38M Sell
24,573
-391
-2% -$35.8K 0.35% 56
2024
Q2 		$2.16M Buy
24,964
+1,250
+5% +$109K 0.33% 59
2024
Q1 		$2.13M Buy
23,714
+1,697
+8% +$146K 0.33% 60
2023
Q4 		$1.87M Buy
22,017
+965
+5% +$74.9K 0.33% 63
2023
Q3 		$1.6M Buy
21,052
+2,580
+14% +$205K 0.31% 64
2023
Q2 		$1.47M Buy
18,472
+202
+1% +$15.2K 0.28% 71
2023
Q1 		$1.35M Sell
18,270
-741
-4% -$52.6K 0.27% 75
2022
Q4 		$1.23M Sell
19,011
-320
-2% -$20.8K 0.27% 81
2022
Q3 		$1.16M Sell
19,331
-2,916
-13% -$196K 0.3% 75
2022
Q2 		$1.42M Sell
22,247
-3,492
-14% -$240K 0.36% 65
2022
Q1 		$1.92M Buy
25,739
+36
+0.1% +$2.65K 0.45% 43
2021
Q4 		$1.96M Buy
25,703
+8,103
+46% +$614K 0.45% 39
2021
Q3 		$1.29M Hold
17,600
– – 0.34% 60
2021
Q2 		$1.3M Hold
17,600
– – 0.35% 57
2021
Q1 		$1.22M Hold
17,600
– – 0.37% 59
2020
Q4 		$1.09M Hold
17,600
– – 0.36% 61
2020
Q3 		$935K Sell
17,600
-500
-3% -$27.3K 0.35% 66
2020
Q2 		$945K Hold
18,100
– – 0.38% 67
2020
Q1 		$881K Sell
18,100
-1,225
-6% -$63K 0.39% 65
2019
Q4 		$1.06M Buy
+19,325
New +$1.02M 0.39% 65

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's MOAT Position: Q3 2024 in Review

9258 Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q3 2024, selling an estimated $35.8K and leaving 24,573 shares worth $2.38M. The position accounts for 0.35% of the portfolio, ranked #56.

9258 Wealth Management first reported a position in MOAT in Q4 2019 and has held it in 20 quarters since. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • 9258 Wealth Management held 24,573 shares of VanEck Morningstar Wide Moat ETF worth $2.38M as of Q3 2024.
  • 9258 Wealth Management sold 391 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $35.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.35% of 9258 Wealth Management's portfolio in Q3 2024, its #56 holding.
  • 9258 Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 20 quarters since.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.