Ferguson Shapiro’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.7M | Buy |
103,385
+8,771
| +9% | +$887K | 3.18% | 10 |
|
|
2026
Q1 | $9.15M | Buy |
94,614
+5,783
| +7% | +$599K | 2.79% | 13 |
|
|
2025
Q4 | $9.2M | Buy |
88,831
+18,022
| +25% | +$1.84M | 2.83% | 12 |
|
|
2025
Q3 | $7.02M | Buy |
70,809
+173
| +0.2% | +$16.9K | 2.27% | 10 |
|
|
2025
Q2 | $6.62M | Buy |
70,636
+818
| +1% | +$71.8K | 2.23% | 10 |
|
|
2025
Q1 | $6.14M | Buy |
69,818
+3,339
| +5% | +$307K | 2.29% | 12 |
|
|
2024
Q4 | $6.16M | Buy |
66,479
+3,337
| +5% | +$321K | 2.28% | 11 |
|
|
2024
Q3 | $6.12M | Buy |
63,142
+1,782
| +3% | +$163K | 2.28% | 12 |
|
|
2024
Q2 | $5.31M | Sell |
61,360
-4,617
| -7% | -$401K | 2.09% | 9 |
|
|
2024
Q1 | $5.93M | Sell |
65,977
-7,721
| -10% | -$662K | 2.73% | 7 |
|
|
2023
Q4 | $6.25M | Sell |
73,698
-6,938
| -9% | -$539K | 3.02% | 7 |
|
|
2023
Q3 | $6.12M | Sell |
80,636
-3,257
| -4% | -$259K | 3.37% | 6 |
|
|
2023
Q2 | $6.69M | Sell |
83,893
-2,918
| -3% | -$220K | 4.38% | 5 |
|
|
2023
Q1 | $6.41M | Sell |
86,811
-290
| -0.3% | -$20.6K | 5.5% | 5 |
|
|
2022
Q4 | $5.65M | Buy |
87,101
+3,457
| +4% | +$224K | 4.05% | 10 |
|
|
2022
Q3 | $5.02M | Sell |
83,644
-176
| -0.2% | -$11.8K | 3.02% | 12 |
|
|
2022
Q2 | $5.34M | Sell |
83,820
-3,543
| -4% | -$243K | 3.34% | 11 |
|
|
2022
Q1 | $6.53M | Sell |
87,363
-2,630
| -3% | -$194K | 3.2% | 13 |
|
|
2021
Q4 | $6.85M | Buy |
89,993
+4,872
| +6% | +$369K | 3.72% | 10 |
|
|
2021
Q3 | $6.24M | Buy |
85,121
+1,943
| +2% | +$146K | 3.65% | 9 |
|
|
2021
Q2 | $6.16M | Buy |
83,178
+1,425
| +2% | +$104K | 3.6% | 9 |
|
|
2021
Q1 | $5.66M | Buy |
+81,753
| New | +$5.39M | 3.64% | 9 |
|
Other funds holding MOAT
WMWM
PS
BFA
WAP
DC
FA
FSAG
HFS
PFS
SWM