IHT Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IHT Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.92M	Sell	52,431 -15,795	-23%	-$1.48M	0.14%	154
2025 Q1	$6M	Sell	68,226 -5,503	-7%	-$484K	0.19%	111
2024 Q4	$6.84M	Buy	73,729 +2,207	+3%	+$205K	0.22%	90
2024 Q3	$6.92M	Buy	71,522 +14,961	+26%	+$1.45M	0.2%	99
2024 Q2	$4.9M	Buy	56,561 +606	+1%	+$52.5K	0.18%	109
2024 Q1	$5.03M	Buy	55,955 +6,633	+13%	+$596K	0.2%	101
2023 Q4	$4.19M	Buy	49,322 +4,417	+10%	+$375K	0.19%	114
2023 Q3	$3.41M	Buy	44,905 +14,290	+47%	+$1.08M	0.17%	119
2023 Q2	$2.44M	Sell	30,615 -3,135	-9%	-$250K	0.13%	156
2023 Q1	$2.49M	Buy	33,750 +4,517	+15%	+$333K	0.14%	141
2022 Q4	$1.9M	Sell	29,233 -7,905	-21%	-$513K	0.12%	180
2022 Q3	$2.23M	Sell	37,138 -751	-2%	-$45.1K	0.17%	130
2022 Q2	$2.42M	Buy	37,889 +21,445	+130%	+$1.37M	0.21%	103
2022 Q1	$1.23M	Sell	16,444 -37,318	-69%	-$2.79M	0.09%	219
2021 Q4	$4.09M	Sell	53,762 -3,888	-7%	-$296K	0.3%	71
2021 Q3	$4.22M	Sell	57,650 -46,237	-45%	-$3.39M	0.34%	63
2021 Q2	$7.69M	Buy	103,887 +50,725	+95%	+$3.76M	0.49%	34
2021 Q1	$3.68M	Sell	53,162 -3,826	-7%	-$265K	0.26%	84
2020 Q4	$3.53M	Buy	56,988 +1,570	+3%	+$97.3K	0.29%	73
2020 Q3	$3.03M	Buy	+55,418	New	+$3.03M	0.3%	75
2020 Q2	–	Sell	-54,159	Closed	-$2.37M	–	614
2020 Q1	$2.37M	Buy	54,159 +5,256	+11%	+$230K	0.34%	67
2019 Q4	$2.68M	Buy	48,903 +1,093	+2%	+$59.9K	0.32%	70
2019 Q3	$2.4M	Sell	47,810 -627	-1%	-$31.4K	0.33%	69
2019 Q2	$2.33M	Buy	48,437 +3,018	+7%	+$145K	0.34%	67
2019 Q1	$2.12M	Buy	45,419 +4,551	+11%	+$212K	0.35%	66
2018 Q4	$1.68M	Buy	40,868 +34,963	+592%	+$1.44M	0.32%	83
2018 Q3	$276K	Sell	5,905 -75	-1%	-$3.51K	0.06%	344
2018 Q2	$260K	Buy	5,980 +213	+4%	+$9.26K	0.07%	335
2018 Q1	$234K	Buy	5,767 +219	+4%	+$8.89K	0.06%	323
2017 Q4	$242K	Buy	+5,548	New	+$242K	0.06%	319