AssetMark Inc
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AssetMark Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

AssetMark Inc’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
2025
Q2 		$27.3M Buy
2025
Q1 		$6.24M Sell
2024
Q4 		$7.29M Buy
2024
Q3 		$433K Buy
2024
Q2 		$228K Buy
2024
Q1 		$26.3K Sell
2023
Q4 		$281K Buy
2023
Q3 		$7.96K Buy
2023
Q2 		$1.2K Buy