Ciovacco Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ciovacco Capital 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 Q2	–	Sell	-4,960	Closed	-$446K	–	24
2024 Q1	$446K	Sell	4,960 -381	-7%	-$32.7K	0.3%	20
2023 Q4	$453K	Hold	5,341	–	–	0.34%	20
2023 Q3	$405K	Buy	+5,341	New	+$425K	0.34%	19

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 $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

MFIM

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

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

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

Ciovacco Capital Management's MOAT Position: Q2 2024 in Review

Ciovacco Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 4,960 shares — an estimated $446K sold.

Ciovacco Capital Management first reported a position in MOAT in Q3 2023 and held it in 3 quarters. The position peaked at $453K in Q4 2023. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Ciovacco Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
Ciovacco Capital Management sold 4,960 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $446K.
Ciovacco Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 3 quarters.
Ciovacco Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $453K in Q4 2023.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Ciovacco Capital Management's 13F filing for Q2 2024, filed 2 Aug 2024.