Equitable Holdings’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 | $9.65M | Sell |
102,940
-6,643
| -6% | -$623K | 0.08% | 204 |
|
|
2025
Q1 | $9.64M | Buy |
109,583
+9,825
| +10% | +$865K | 0.09% | 189 |
|
|
2024
Q4 | $9.25M | Buy |
99,758
+6,935
| +7% | +$643K | 0.09% | 190 |
|
|
2024
Q3 | $9M | Sell |
92,823
-24,241
| -21% | -$2.35M | 0.09% | 190 |
|
|
2024
Q2 | $10.1M | Sell |
117,064
-5,960
| -5% | -$516K | 0.11% | 159 |
|
|
2024
Q1 | $11.1M | Buy |
123,024
+5,393
| +5% | +$485K | 0.12% | 138 |
|
|
2023
Q4 | $9.98M | Buy |
117,631
+15,755
| +15% | +$1.34M | 0.12% | 137 |
|
|
2023
Q3 | $7.73M | Buy |
101,876
+32,812
| +48% | +$2.49M | 0.11% | 146 |
|
|
2023
Q2 | $5.51M | Buy |
69,064
+40,348
| +141% | +$3.22M | 0.08% | 175 |
|
|
2023
Q1 | $2.12M | Buy |
28,716
+8,253
| +40% | +$609K | 0.03% | 312 |
|
|
2022
Q4 | $1.33M | Sell |
20,463
-4,531
| -18% | -$294K | 0.02% | 381 |
|
|
2022
Q3 | $1.5M | Buy |
24,994
+5,190
| +26% | +$311K | 0.03% | 308 |
|
|
2022
Q2 | $1.26M | Buy |
19,804
+2,890
| +17% | +$184K | 0.02% | 352 |
|
|
2022
Q1 | $1.26M | Buy |
16,914
+1,495
| +10% | +$112K | 0.02% | 364 |
|
|
2021
Q4 | $1.17M | Buy |
15,419
+1,722
| +13% | +$131K | 0.02% | 367 |
|
|
2021
Q3 | $1M | Buy |
13,697
+1,215
| +10% | +$89K | 0.02% | 381 |
|
|
2021
Q2 | $924K | Buy |
12,482
+842
| +7% | +$62.3K | 0.02% | 391 |
|
|
2021
Q1 | $806K | Buy |
11,640
+259
| +2% | +$17.9K | 0.02% | 398 |
|
|
2020
Q4 | $706K | Sell |
11,381
-5,415
| -32% | -$336K | 0.02% | 385 |
|
|
2020
Q3 | $917K | Buy |
16,796
+6,293
| +60% | +$344K | 0.02% | 319 |
|
|
2020
Q2 | $549K | Hold |
10,503
| – | – | 0.02% | 389 |
|
|
2020
Q1 | $459K | Buy |
10,503
+6,455
| +159% | +$282K | 0.02% | 381 |
|
|
2019
Q4 | $222K | Buy |
+4,048
| New | +$222K | 0.01% | 555 |
|