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

Baystate 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
2023 Q4	$4.44K	Buy	52 +1	+2%	+$78	﹤0.01%	917
2023 Q3	$3.94K	Hold	51	–	–	﹤0.01%	711
2023 Q2	$4.14K	Sell	51 -36	-41%	-$2.71K	﹤0.01%	733
2023 Q1	$6.48K	Hold	87	–	–	﹤0.01%	640
2022 Q4	$6K	Buy	87 +1	+1%	+$65	﹤0.01%	664
2022 Q3	$5K	Hold	86	–	–	﹤0.01%	645
2022 Q2	$6K	Hold	86	–	–	﹤0.01%	649
2022 Q1	$6K	Hold	86	–	–	﹤0.01%	639
2021 Q4	$7K	Buy	86 +36	+72%	+$2.73K	﹤0.01%	612
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	614
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	584
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	530
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	535
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	499
2020 Q2	$3K	Buy	+50	New	+$2.49K	﹤0.01%	506

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's MOAT Position: Q4 2023 in Review

Baystate Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2% in Q4 2023, buying an estimated $78 and bringing the position to 52 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Baystate Wealth Management first reported a position in MOAT in Q2 2020 and has held it in 15 quarters since. The position peaked at $7K in Q4 2021. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

Baystate Wealth Management held 52 shares of VanEck Morningstar Wide Moat ETF worth $4.44K as of Q4 2023.
Baystate Wealth Management bought 1 VanEck Morningstar Wide Moat ETF share in Q4 2023, an estimated $78.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #917 holding.
Baystate Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 15 quarters since.
Baystate Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $7K in Q4 2021.
617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.