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Balboa Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Balboa Wealth Partners’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
Q4 		– Sell
-8,104
Closed -$786K – 368
2024
Q3 		$786K Buy
8,104
+1,407
+21% +$129K 0.2% 96
2024
Q2 		$580K Sell
6,697
-6,226
-48% -$541K 0.15% 117
2024
Q1 		$1.16M Buy
12,923
+7,818
+153% +$671K 0.34% 54
2023
Q4 		$433K Buy
+5,105
New +$396K 0.14% 125

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Balboa Wealth Partners's MOAT Position: Q4 2024 in Review

Balboa Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 8,104 shares — an estimated $786K sold.

Balboa Wealth Partners first reported a position in MOAT in Q4 2023 and held it in 4 quarters. The position peaked at $1.16M in Q1 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Balboa Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,104 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $786K.
  • Balboa Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 4 quarters.
  • Balboa Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.16M in Q1 2024.
  • 713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.