Core Wealth Advisors (Florida)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Core Wealth Advisors (Florida)’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	-214,502	Closed	-$19.3M	–	166
2024 Q1	$19.3M	Buy	214,502 +6,519	+3%	+$559K	6.55%	3
2023 Q4	$17.7M	Buy	207,983 +3,310	+2%	+$257K	6.49%	3
2023 Q3	$15.5M	Buy	204,673 +19,595	+11%	+$1.56M	6.35%	3
2023 Q2	$14.8M	Buy	+185,078	New	+$13.9M	5.93%	7

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MOAT Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 214,502 shares — an estimated $19.3M sold.

Core Wealth Advisors (Florida) first reported a position in MOAT in Q2 2023 and held it in 4 quarters. The position peaked at $19.3M in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 214,502 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $19.3M.
Core Wealth Advisors (Florida) first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s VanEck Morningstar Wide Moat ETF position peaked at $19.3M in Q1 2024.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.