Howe & Rusling’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Howe & Rusling’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	-165	Closed	-$16K	–	443
2024 Q3	$16K	Buy	+165	New	+$15.1K	﹤0.01%	346
2022 Q4	–	Sell	-26	Closed	-$2K	–	751
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	891
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	878
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	874
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	869
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	861
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	817
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	821
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	815
2020 Q3	$1K	Sell	26 -40	-61%	-$2.19K	﹤0.01%	785
2020 Q2	$3K	Sell	66 -1,515	-96%	-$75.4K	﹤0.01%	620
2020 Q1	$69K	Sell	1,581 -133,239	-99%	-$6.85M	0.01%	221
2019 Q4	$7.38M	Buy	134,820 +1,876	+1%	+$99.3K	1.22%	24
2019 Q3	$6.67M	Buy	+132,944	New	+$6.52M	1.17%	27

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Howe & Rusling's MOAT Position: Q4 2024 in Review

Howe & Rusling sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 165 shares — an estimated $16K sold.

Howe & Rusling first reported a position in MOAT in Q3 2019 and held it in 14 quarters. The position peaked at $7.38M in Q4 2019. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Howe & Rusling reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Howe & Rusling sold 165 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $16K.
Howe & Rusling first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 14 quarters.
Howe & Rusling's VanEck Morningstar Wide Moat ETF position peaked at $7.38M in Q4 2019.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.