Carmichael Hill & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Carmichael Hill & Associates’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 Q3	$4.17K	Hold	43	–	–	﹤0.01%	674
2024 Q2	$3.73K	Hold	43	–	–	﹤0.01%	665
2024 Q1	$3.87K	Hold	43	–	–	﹤0.01%	648
2023 Q4	$3.65K	Hold	43	–	–	﹤0.01%	670
2023 Q3	$3.26K	Hold	43	–	–	﹤0.01%	673
2023 Q2	$3.43K	Hold	43	–	–	﹤0.01%	666
2023 Q1	$3.17K	Hold	43	–	–	﹤0.01%	668
2022 Q4	$2.79K	Hold	43	–	–	﹤0.01%	666
2022 Q3	$3K	Hold	43	–	–	﹤0.01%	722
2022 Q2	$3K	Hold	43	–	–	﹤0.01%	704
2022 Q1	$3K	Buy	43 +5	+13%	+$368	﹤0.01%	731
2021 Q4	$3K	Hold	38	–	–	﹤0.01%	748
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	730
2021 Q2	$3K	Buy	38 +21	+124%	+$1.53K	﹤0.01%	710
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	742
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	713
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	692
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	671
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	657
2019 Q4	$1K	Buy	+17	New	+$900	﹤0.01%	668

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Carmichael Hill & Associates's MOAT Position: Q3 2024 in Review

Carmichael Hill & Associates held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2024 at 43 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Carmichael Hill & Associates first reported a position in MOAT in Q4 2019 and has held it in 20 quarters since. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

Carmichael Hill & Associates held 43 shares of VanEck Morningstar Wide Moat ETF worth $4.17K as of Q3 2024.
Carmichael Hill & Associates left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2024.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #674 holding.
Carmichael Hill & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 20 quarters since.
672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.