GC
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Gilbert & Cook’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Gilbert & Cook’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 		– Sell
-4,843
Closed -$470K – 210
2024
Q3 		$470K Sell
4,843
-2,130
-31% -$195K 0.06% 141
2024
Q2 		$604K Sell
6,973
-1,239
-15% -$108K 0.09% 102
2024
Q1 		$738K Sell
8,212
-1,017
-11% -$87.3K 0.1% 93
2023
Q4 		$783K Buy
9,229
+1,182
+15% +$91.8K 0.11% 84
2023
Q3 		$610K Sell
8,047
-63
-0.8% -$5.02K 0.1% 100
2023
Q2 		$647K Sell
8,110
-988
-11% -$74.4K 0.1% 85
2023
Q1 		$672K Sell
9,098
-1,219
-12% -$86.5K 0.12% 73
2022
Q4 		$670K Sell
10,317
-243
-2% -$15.8K 0.12% 72
2022
Q3 		$649K Buy
10,560
+61
+0.6% +$4.1K 0.14% 72
2022
Q2 		$669K Sell
10,499
-222
-2% -$15.2K 0.12% 71
2022
Q1 		$801K Buy
10,721
+3,278
+44% +$242K 0.13% 62
2021
Q4 		$566K Sell
7,443
-317
-4% -$24K 0.09% 100
2021
Q3 		$568K Buy
7,760
+1,314
+20% +$98.9K 0.1% 86
2021
Q2 		$477K Buy
6,446
+1,408
+28% +$103K 0.09% 106
2021
Q1 		$349K Sell
5,038
-196
-4% -$12.9K 0.07% 130
2020
Q4 		$325K Sell
5,234
-1,066
-17% -$62.8K 0.07% 120
2020
Q3 		$344K Sell
6,300
-4,806
-43% -$263K 0.08% 97
2020
Q2 		$580K Sell
11,106
-911
-8% -$45.4K 0.15% 52
2020
Q1 		$526K Buy
12,017
+34
+0.3% +$1.75K 0.15% 48
2019
Q4 		$656K Sell
11,983
-17,496
-59% -$926K 0.16% 47
2019
Q3 		$1.48M Sell
29,479
-460
-2% -$22.5K 0.41% 30
2019
Q2 		$1.44M Sell
29,939
-3,843
-11% -$182K 0.42% 30
2019
Q1 		$1.57M Sell
33,782
-1,132
-3% -$51.2K 0.48% 27
2018
Q4 		$1.44M Sell
34,914
-6,115
-15% -$272K 0.51% 27
2018
Q3 		$1.92M Sell
41,029
-723
-2% -$33K 0.6% 27
2018
Q2 		$1.82M Sell
41,752
-1,613
-4% -$68.7K 0.61% 28
2018
Q1 		$1.8M Buy
+43,365
New +$1.88M 0.63% 28

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $617B AUM 30.33% 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 $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gilbert & Cook's MOAT Position: Q4 2024 in Review

Gilbert & Cook sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 4,843 shares — an estimated $470K sold.

Gilbert & Cook first reported a position in MOAT in Q1 2018 and held it in 27 quarters. The position peaked at $1.92M in Q3 2018. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Gilbert & Cook reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Gilbert & Cook sold 4,843 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $470K.
  • Gilbert & Cook first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 27 quarters.
  • Gilbert & Cook's VanEck Morningstar Wide Moat ETF position peaked at $1.92M in Q3 2018.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Gilbert & Cook's 13F filing for Q4 2024, filed 23 Jan 2025.