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

Fairhaven 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
2024
Q4 		$268K Buy
2,893
+30
+1% +$2.89K 0.08% 90
2024
Q3 		$278K Sell
2,863
-315
-10% -$28.8K 0.09% 93
2024
Q2 		$275K Buy
3,178
+25
+0.8% +$2.17K 0.09% 91
2024
Q1 		$283K Buy
3,153
+85
+3% +$7.29K 0.1% 90
2023
Q4 		$260K Sell
3,068
-1,593
-34% -$124K 0.1% 90
2023
Q3 		$353K Buy
4,661
+52
+1% +$4.14K 0.14% 71
2023
Q2 		$368K Buy
+4,609
New +$347K 0.14% 71
2022
Q4 		$219K Buy
+3,376
New +$219K 0.09% 96
2022
Q3 		– Sell
-3,248
Closed -$207K – 119
2022
Q2 		$207K Hold
3,248
– – 0.1% 100
2022
Q1 		$243K Buy
3,248
+211
+7% +$15.5K 0.1% 100
2021
Q4 		$231K Buy
3,037
+33
+1% +$2.5K 0.09% 99
2021
Q3 		$220K Hold
3,004
– – 0.09% 99
2021
Q2 		$222K Hold
3,004
– – 0.09% 101
2021
Q1 		$208K Sell
3,004
-857
-22% -$56.5K 0.09% 101
2020
Q4 		$239K Sell
3,861
-1,218
-24% -$71.7K 0.11% 94
2020
Q3 		$277K Sell
5,079
-2
-0% -$109 0.16% 68
2020
Q2 		$265K Buy
5,081
+77
+2% +$3.83K 0.17% 71
2020
Q1 		$219K Sell
5,004
-538
-10% -$27.7K 0.2% 63
2019
Q4 		$304K Buy
5,542
+2
+0% +$106 0.25% 50
2019
Q3 		$278K Buy
5,540
+30
+0.5% +$1.47K 0.26% 51
2019
Q2 		$265K Buy
+5,510
New +$261K 0.25% 55
2019
Q1 		– Sell
-5,617
Closed -$231K – 87
2018
Q4 		$231K Buy
+5,617
New +$250K 0.23% 62

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fairhaven Wealth Management's MOAT Position: Q4 2024 in Review

Fairhaven Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1% in Q4 2024, buying an estimated $2.89K and bringing the position to 2,893 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #90.

Fairhaven Wealth Management first reported a position in MOAT in Q4 2018 and has held it in 22 quarters since. The position peaked at $368K in Q2 2023. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Fairhaven Wealth Management held 2,893 shares of VanEck Morningstar Wide Moat ETF worth $268K as of Q4 2024.
  • Fairhaven Wealth Management bought 30 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $2.89K.
  • VanEck Morningstar Wide Moat ETF made up 0.08% of Fairhaven Wealth Management's portfolio in Q4 2024, its #90 holding.
  • Fairhaven Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 22 quarters since.
  • Fairhaven Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $368K in Q2 2023.
  • 713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.