Marshall Wace
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Marshall Wace’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marshall Wace’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
-15,580
Closed -$1.51M – 2848
2024
Q3 		$1.51M Buy
+15,580
New +$1.42M ﹤0.01% 1480

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Marshall Wace's MOAT Position: Q4 2024 in Review

Marshall Wace sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 15,580 shares — an estimated $1.51M sold.

Marshall Wace first reported a position in MOAT in Q3 2024 and held it in 1 quarter. The position peaked at $1.51M in Q3 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Marshall Wace reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 15,580 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $1.51M.
  • Marshall Wace first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and held it in 1 quarter.
  • Marshall Wace's VanEck Morningstar Wide Moat ETF position peaked at $1.51M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.