EFS
Essex Financial Services’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 | $3.51M | Sell |
37,419
-38,457
| -51% | -$3.61M | 0.23% | 92 |
|
|
2025
Q1 | $6.68M | Sell |
75,876
-4,414
| -5% | -$388K | 0.48% | 47 |
|
|
2024
Q4 | $7.44M | Sell |
80,290
-4,555
| -5% | -$422K | 0.53% | 38 |
|
|
2024
Q3 | $8.21M | Buy |
84,845
+2,478
| +3% | +$240K | 0.59% | 34 |
|
|
2024
Q2 | $7.34M | Buy |
82,367
+29,176
| +55% | +$2.6M | 0.54% | 38 |
|
|
2024
Q1 | $4.78M | Buy |
53,191
+23,836
| +81% | +$2.14M | 0.44% | 55 |
|
|
2023
Q4 | $2.49M | Buy |
29,355
+9,622
| +49% | +$817K | 0.26% | 85 |
|
|
2023
Q3 | $1.5M | Buy |
19,733
+4,859
| +33% | +$369K | 0.17% | 123 |
|
|
2023
Q2 | $1.19M | Buy |
14,874
+7,065
| +90% | +$564K | 0.13% | 156 |
|
|
2023
Q1 | $577K | Buy |
7,809
+3,825
| +96% | +$282K | 0.06% | 266 |
|
|
2022
Q4 | $258K | Buy |
+3,984
| New | +$258K | 0.03% | 395 |
|