Key Client Fiduciary Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Key Client Fiduciary Advisors’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 Q3	–	Sell	-13,258	Closed	-$1.15M	–	206
2024 Q2	$1.15M	Buy	13,258 +30	+0.2%	+$2.61K	0.57%	41
2024 Q1	$1.19M	Buy	13,228 +5,394	+69%	+$463K	0.63%	35
2023 Q4	$665K	Buy	7,834 +1,772	+29%	+$138K	0.39%	59
2023 Q3	$460K	Buy	+6,062	New	+$483K	0.28%	87

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

Key Client Fiduciary Advisors's MOAT Position: Q3 2024 in Review

Key Client Fiduciary Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 13,258 shares — an estimated $1.15M sold.

Key Client Fiduciary Advisors first reported a position in MOAT in Q3 2023 and held it in 4 quarters. The position peaked at $1.19M in Q1 2024. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

Key Client Fiduciary Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 13,258 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $1.15M.
Key Client Fiduciary Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 4 quarters.
Key Client Fiduciary Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.19M in Q1 2024.
672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.