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

Covestor’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
2023
Q3 		– Sell
-65
Closed -$5K – 2467
2023
Q2 		$5K Sell
65
-15
-19% -$1.13K ﹤0.01% 1706
2023
Q1 		$6K Hold
80
– – 0.01% 1524
2022
Q4 		$5K Sell
80
-6
-7% -$389 ﹤0.01% 1580
2022
Q3 		$5K Hold
86
– – ﹤0.01% 1498
2022
Q2 		$6K Hold
86
– – ﹤0.01% 1368
2022
Q1 		$6K Hold
86
– – ﹤0.01% 1452
2021
Q4 		$7K Buy
+86
New +$6.52K 0.01% 1157

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Covestor's MOAT Position: Q3 2023 in Review

Covestor sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2023, closing a stake of 65 shares — an estimated $5K sold.

Covestor first reported a position in MOAT in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

  • Covestor reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2023 after selling out during the quarter.
  • Covestor sold 65 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $5K.
  • Covestor first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 7 quarters.
  • Covestor's VanEck Morningstar Wide Moat ETF position peaked at $7K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.