Cresset Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
4,269
-9,696
| -69% | -$910K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $1.23M | Buy |
13,965
+2,922
| +26% | +$257K | 0.01% | 689 |
|
|
2024
Q4 | $1.02M | Sell |
11,043
-8,770
| -44% | -$813K | ﹤0.01% | 777 |
|
|
2024
Q3 | $1.92M | Hold |
19,813
| – | – | 0.01% | 814 |
|
|
2024
Q2 | $1.72M | Buy |
19,813
+392
| +2% | +$34K | 0.01% | 770 |
|
|
2024
Q1 | $1.75M | Sell |
19,421
-8,195
| -30% | -$737K | 0.01% | 700 |
|
|
2023
Q4 | $2.34M | Sell |
27,616
-778
| -3% | -$66K | 0.01% | 508 |
|
|
2023
Q3 | $2.15M | Buy |
28,394
+699
| +3% | +$53K | 0.01% | 503 |
|
|
2023
Q2 | $2.21M | Buy |
27,695
+18,826
| +212% | +$1.5M | ﹤0.01% | 495 |
|
|
2023
Q1 | $655K | Sell |
8,869
-1,912
| -18% | -$141K | 0.01% | 424 |
|
|
2022
Q4 | $700K | Buy |
+10,781
| New | +$700K | 0.01% | 372 |
|