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Evolution Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Evolution Wealth Advisors’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
-3,335
Closed -$283K – 139
2023
Q4 		$283K Hold
3,335
– – 0.06% 101
2023
Q3 		$253K Buy
+3,335
New +$266K 0.06% 101

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 $6.18B AUM 18.43% 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

Evolution Wealth Advisors's MOAT Position: Q1 2024 in Review

Evolution Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 3,335 shares — an estimated $283K sold.

Evolution Wealth Advisors first reported a position in MOAT in Q3 2023 and held it in 2 quarters. The position peaked at $283K in Q4 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Evolution Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,335 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $283K.
  • Evolution Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 2 quarters.
  • Evolution Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $283K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Evolution Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.