CEDRUS’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CEDRUS’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 Q2	–	Sell	-3,483	Closed	-$313K	–	165
2024 Q1	$313K	Buy	3,483 +125	+4%	+$10.7K	0.17%	114
2023 Q4	$285K	Buy	3,358 +101	+3%	+$7.84K	0.18%	124
2023 Q3	$247K	Buy	3,257 +196	+6%	+$15.6K	0.18%	123
2023 Q2	$244K	Buy	+3,061	New	+$230K	0.17%	130

Other funds holding MOAT

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

CEDRUS's MOAT Position: Q2 2024 in Review

CEDRUS sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 3,483 shares — an estimated $313K sold.

CEDRUS first reported a position in MOAT in Q2 2023 and held it in 4 quarters. The position peaked at $313K in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

CEDRUS reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
CEDRUS sold 3,483 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $313K.
CEDRUS first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 4 quarters.
CEDRUS's VanEck Morningstar Wide Moat ETF position peaked at $313K in Q1 2024.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on CEDRUS's 13F filing for Q2 2024, filed 24 Jul 2024.