Lifestyle Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lifestyle Asset Management’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	–	Sell	-15,170	Closed	-$1.47M	–	114
2024 Q3	$1.47M	Sell	15,170 -18	-0.1%	-$1.65K	0.81%	19
2024 Q2	$1.32M	Sell	15,188 -16,956	-53%	-$1.47M	0.76%	21
2024 Q1	$2.89M	Sell	32,144 -2,073	-6%	-$178K	1.71%	10
2023 Q4	$2.9M	Sell	34,217 -56,053	-62%	-$4.35M	1.61%	11
2023 Q3	$6.85M	Sell	90,270 -326	-0.4%	-$26K	4.15%	8
2023 Q2	$7.23M	Buy	+90,596	New	+$6.82M	4.34%	7

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lifestyle Asset Management's MOAT Position: Q4 2024 in Review

Lifestyle Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 15,170 shares — an estimated $1.47M sold.

Lifestyle Asset Management first reported a position in MOAT in Q2 2023 and held it in 6 quarters. The position peaked at $7.23M in Q2 2023. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Lifestyle Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Lifestyle Asset Management sold 15,170 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $1.47M.
Lifestyle Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 6 quarters.
Lifestyle Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $7.23M in Q2 2023.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Lifestyle Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.