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Legacy CG’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy CG’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
2023
Q3 		– Sell
-164,005
Closed -$13.1M – 43
2023
Q2 		$13.1M Buy
+164,005
New +$12.3M 6.03% 2
2022
Q3 		– Sell
-1,965
Closed -$125K – 99
2022
Q2 		$125K Buy
+1,965
New +$135K 0.09% 50

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy CG's MOAT Position: Q3 2024 in Review

Legacy CG sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 9,751 shares — an estimated $845K sold.

Legacy CG first reported a position in MOAT in Q3 2023 and held it in 4 quarters. The position peaked at $17.9M in Q4 2023. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Legacy CG reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy CG sold 9,751 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $845K.
  • Legacy CG first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 4 quarters.
  • Legacy CG's VanEck Morningstar Wide Moat ETF position peaked at $17.9M in Q4 2023.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Legacy CG's 13F filing for Q3 2024, filed 30 Oct 2024.