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Carolinas Wealth Consulting’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-30
Closed -$2.6K – 1080
2024
Q2 		$2.6K Sell
30
-1,544
-98% -$134K ﹤0.01% 751
2024
Q1 		$142K Hold
1,574
– – 0.03% 217
2023
Q4 		$134K Buy
1,574
+30
+2% +$2.33K 0.03% 198
2023
Q3 		$112K Buy
+1,544
New +$123K 0.03% 204

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
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 $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
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
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

Carolinas Wealth Consulting's MOAT Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 30 shares — an estimated $2.6K sold.

Carolinas Wealth Consulting first reported a position in MOAT in Q3 2023 and held it in 4 quarters. The position peaked at $142K in Q1 2024. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 30 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $2.6K.
  • Carolinas Wealth Consulting first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's VanEck Morningstar Wide Moat ETF position peaked at $142K in Q1 2024.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.