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AFG
Affinia Financial Group’s
VanEck Morningstar Wide Moat ETF
MOAT
Stock Holding History
Affinia Financial Group’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
2023
Q2
$30M
Sell
367,132
-4,084
-1%
-$307K
20.81%
1
2023
Q1
$27.4M
Sell
371,216
-42,744
-10%
-$3.03M
20.25%
1
2022
Q4
$28.2M
Buy
413,960
+4,328
+1%
+$281K
23.98%
1
2022
Q3
$24.3M
Buy
409,632
+121,873
+42%
+$8.2M
27.46%
2
2022
Q2
$19M
Buy
287,759
+3,935
+1%
+$270K
15.99%
4
2022
Q1
$21M
Buy
283,824
+5,299
+2%
+$390K
16.06%
3
2021
Q4
$21.1M
Buy
278,525
+7,203
+3%
+$546K
13.7%
3
2021
Q3
$20.8M
Buy
271,322
+10,621
+4%
+$799K
13.28%
3
2021
Q2
$19.7M
Buy
260,701
+3,556
+1%
+$259K
11.85%
3
2021
Q1
$18.7M
Buy
257,145
+57,536
+29%
+$3.79M
11.66%
3
2020
Q4
$12.4M
Buy
199,609
+3,260
+2%
+$192K
8.6%
5
2020
Q3
$10.7M
Buy
196,349
+9,954
+5%
+$544K
7.54%
7
2020
Q2
$9.73M
Buy
+186,395
New
+$9.28M
8.04%
6
Other funds holding MOAT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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