CIA
Concurrent Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
247,757
+210,268
| +561% | +$19.7M | 0.45% | 43 |
|
|
2025
Q1 | $3.3M | Buy |
37,489
+5,685
| +18% | +$500K | 0.08% | 255 |
|
|
2024
Q4 | $2.95M | Buy |
31,804
+8,127
| +34% | +$754K | 0.08% | 250 |
|
|
2024
Q3 | $2.3M | Buy |
23,677
+4,603
| +24% | +$446K | 0.07% | 276 |
|
|
2024
Q2 | $1.65M | Buy |
19,074
+3,914
| +26% | +$339K | 0.05% | 319 |
|
|
2024
Q1 | $1.36M | Buy |
15,160
+4,348
| +40% | +$391K | 0.05% | 318 |
|
|
2023
Q4 | $918K | Buy |
+10,812
| New | +$918K | 0.04% | 348 |
|