Maripau Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Maripau Wealth 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 Q1	–	Sell	-2,526	Closed	-$214K	–	144
2023 Q4	$214K	Buy	+2,526	New	+$196K	0.19%	98
2023 Q3	–	Sell	-2,980	Closed	-$238K	–	109
2023 Q2	$238K	Sell	2,980 -774	-21%	-$58.3K	0.21%	82
2023 Q1	$277K	Sell	3,754 -30	-0.8%	-$2.13K	0.29%	62
2022 Q4	$258K	Buy	3,784 +441	+13%	+$28.6K	0.27%	64
2022 Q3	$214K	Buy	+3,343	New	+$225K	0.23%	78

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

Maripau Wealth Management's MOAT Position: Q1 2024 in Review

Maripau Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 2,526 shares — an estimated $214K sold.

Maripau Wealth Management first reported a position in MOAT in Q3 2022 and held it in 5 quarters. The position peaked at $277K in Q1 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Maripau Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
Maripau Wealth Management sold 2,526 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $214K.
Maripau Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and held it in 5 quarters.
Maripau Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $277K in Q1 2023.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Maripau Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.