FFA
First Foundation Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2M | Sell |
876,292
-191,616
| -18% | -$18M | 3.05% | 5 |
|
|
2025
Q1 | $94M | Sell |
1,067,908
-33,030
| -3% | -$2.91M | 3.83% | 3 |
|
|
2024
Q4 | $102M | Buy |
1,100,938
+39,447
| +4% | +$3.66M | 3.84% | 4 |
|
|
2024
Q3 | $103M | Sell |
1,061,491
-13,123
| -1% | -$1.27M | 3.88% | 3 |
|
|
2024
Q2 | $93.1M | Buy |
1,074,614
+55,283
| +5% | +$4.79M | 3.56% | 4 |
|
|
2024
Q1 | $91.6M | Buy |
1,019,331
+373,164
| +58% | +$33.5M | 3.67% | 4 |
|
|
2023
Q4 | $54.8M | Buy |
646,167
+41,628
| +7% | +$3.53M | 2.5% | 6 |
|
|
2023
Q3 | $45.8M | Buy |
604,539
+99,427
| +20% | +$7.54M | 2.14% | 8 |
|
|
2023
Q2 | $40.3M | Buy |
505,112
+38,224
| +8% | +$3.05M | 1.74% | 9 |
|
|
2023
Q1 | $34.5M | Buy |
466,888
+12,112
| +3% | +$894K | 1.59% | 11 |
|
|
2022
Q4 | $29.5M | Buy |
454,776
+62,984
| +16% | +$4.09M | 1.41% | 17 |
|
|
2022
Q3 | $23.5M | Buy |
391,792
+168,911
| +76% | +$10.1M | 1.15% | 25 |
|
|
2022
Q2 | $14.2M | Buy |
222,881
+6,535
| +3% | +$416K | 0.63% | 37 |
|
|
2022
Q1 | $16.2M | Buy |
216,346
+24,694
| +13% | +$1.84M | 0.58% | 45 |
|
|
2021
Q4 | $14.6M | Buy |
191,652
+5,499
| +3% | +$419K | 0.5% | 52 |
|
|
2021
Q3 | $13.6M | Buy |
186,153
+3,852
| +2% | +$282K | 0.51% | 51 |
|
|
2021
Q2 | $13.5M | Buy |
182,301
+132,353
| +265% | +$9.8M | 0.52% | 49 |
|
|
2021
Q1 | $3.46M | Sell |
49,948
-1,092
| -2% | -$75.6K | 0.15% | 89 |
|
|
2020
Q4 | $3.16M | Buy |
51,040
+16,239
| +47% | +$1.01M | 0.14% | 95 |
|
|
2020
Q3 | $1.9M | Buy |
34,801
+7,367
| +27% | +$402K | 0.09% | 126 |
|
|
2020
Q2 | $1.43M | Buy |
+27,434
| New | +$1.43M | 0.07% | 145 |
|