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Householder Group Estate & Retirement Specialist’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Householder Group Estate & Retirement Specialist’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
-50
Closed -$4K – 941
2024
Q3 		$4K Buy
+50
New +$4.57K ﹤0.01% 959
2023
Q1 		$11K Buy
+146
New +$10.4K ﹤0.01% 784

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

Householder Group Estate & Retirement Specialist's MOAT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 50 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in MOAT in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q1 2023. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 50 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's VanEck Morningstar Wide Moat ETF position peaked at $11K in Q1 2023.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.