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

Bright Futures 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 Q4	–	Sell	-9,645	Closed	-$922K	–	189
2024 Q3	$922K	Buy	9,645 +337	+4%	+$30.8K	0.45%	68
2024 Q2	$833K	Sell	9,308 -7,981	-46%	-$693K	0.45%	68
2024 Q1	$1.5M	Buy	+17,289	New	+$1.48M	0.81%	35

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bright Futures Wealth Management's MOAT Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 9,645 shares — an estimated $922K sold.

Bright Futures Wealth Management first reported a position in MOAT in Q1 2024 and held it in 3 quarters. The position peaked at $1.5M in Q1 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Bright Futures Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 9,645 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $922K.
Bright Futures Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.5M in Q1 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.