Lake Street Advisors Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lake Street Advisors Group’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	$546K	Buy	5,885 +79	+1%	+$7.61K	0.03%	318
2024 Q3	$563K	Buy	5,806 +1,231	+27%	+$113K	0.03%	308
2024 Q2	$396K	Buy	4,575 +1,034	+29%	+$89.8K	0.02%	376
2024 Q1	$318K	Buy	+3,541	New	+$304K	0.01%	446

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 $445B AUM 25.58% 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 $6.37B AUM 23.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Lake Street Advisors Group's MOAT Position: Q4 2024 in Review

Lake Street Advisors Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q4 2024, buying an estimated $7.61K and bringing the position to 5,885 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #318.

Lake Street Advisors Group first reported a position in MOAT in Q1 2024 and has held it in 4 quarters since. The position peaked at $563K in Q3 2024. 714 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Lake Street Advisors Group held 5,885 shares of VanEck Morningstar Wide Moat ETF worth $546K as of Q4 2024.
Lake Street Advisors Group bought 79 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $7.61K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #318 holding.
Lake Street Advisors Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 4 quarters since.
Lake Street Advisors Group's VanEck Morningstar Wide Moat ETF position peaked at $563K in Q3 2024.
714 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.