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Financial Perspectives’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Perspectives’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
-150
Closed -$12.7K – 689
2023
Q4 		$12.7K Hold
150
– – 0.01% 445
2023
Q3 		$11.4K Hold
150
– – 0.01% 430
2023
Q2 		$12K Buy
150
+40
+36% +$3.01K 0.01% 432
2023
Q1 		$8.12K Buy
+110
New +$7.81K ﹤0.01% 463

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

Financial Perspectives's MOAT Position: Q1 2024 in Review

Financial Perspectives sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 150 shares — an estimated $12.7K sold.

Financial Perspectives first reported a position in MOAT in Q1 2023 and held it in 4 quarters. The position peaked at $12.7K in Q4 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Financial Perspectives reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Perspectives sold 150 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $12.7K.
  • Financial Perspectives first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and held it in 4 quarters.
  • Financial Perspectives's VanEck Morningstar Wide Moat ETF position peaked at $12.7K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.