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Evergreen Private Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Evergreen Private Wealth’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
Q1 		– Sell
-225
Closed -$19.1K – 220
2023
Q4 		$19.1K Buy
+225
New +$17.5K 0.01% 151

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Private Wealth's MOAT Position: Q1 2024 in Review

Evergreen Private Wealth sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 225 shares — an estimated $19.1K sold.

Evergreen Private Wealth first reported a position in MOAT in Q4 2023 and held it in 1 quarter. The position peaked at $19.1K in Q4 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Evergreen Private Wealth reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 225 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $19.1K.
  • Evergreen Private Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's VanEck Morningstar Wide Moat ETF position peaked at $19.1K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.