Impact Partnership Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-1,063	Closed	-$95.6K	–	499
2024 Q1	$95.6K	Sell	1,063 -87	-8%	-$7.46K	0.04%	263
2023 Q4	$97.6K	Sell	1,150 -1,130	-50%	-$87.8K	0.04%	254
2023 Q3	$173K	Buy	2,280 +1,077	+90%	+$85.8K	0.05%	201
2023 Q2	$96K	Buy	+1,203	New	+$90.5K	0.03%	188

Other funds holding MOAT

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MFIM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Impact Partnership Wealth's MOAT Position: Q2 2024 in Review

Impact Partnership Wealth sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 1,063 shares — an estimated $95.6K sold.

Impact Partnership Wealth first reported a position in MOAT in Q2 2023 and held it in 4 quarters. The position peaked at $173K in Q3 2023. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Impact Partnership Wealth reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 1,063 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $95.6K.
Impact Partnership Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's VanEck Morningstar Wide Moat ETF position peaked at $173K in Q3 2023.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.