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Marquette Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marquette Associates’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
-4,770
Closed -$413K – 35
2024
Q2 		$413K Buy
+4,770
New +$414K 0.31% 22

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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

Marquette Associates's MOAT Position: Q3 2024 in Review

Marquette Associates sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 4,770 shares — an estimated $413K sold.

Marquette Associates first reported a position in MOAT in Q2 2024 and held it in 1 quarter. The position peaked at $413K in Q2 2024. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Marquette Associates reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Marquette Associates sold 4,770 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $413K.
  • Marquette Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 1 quarter.
  • Marquette Associates's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q2 2024.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Marquette Associates's 13F filing for Q3 2024, filed 14 Nov 2024.