EWM
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Executive Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-92
Closed -$4K – 536
2019
Q2 		$4K Buy
+92
New +$4.36K ﹤0.01% 748

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's MOAT Position: Q3 2019 in Review

Executive Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2019, closing a stake of 92 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in MOAT in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 178 funds tracked by Wall St. Rank hold MOAT as of Q3 2019.

  • Executive Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 92 VanEck Morningstar Wide Moat ETF shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $4K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.