Mendota Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mendota Financial Group’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	-5	Closed	-$425	–	369
2023 Q4	$425	Hold	5	–	–	﹤0.01%	354
2023 Q3	$380	Hold	5	–	–	﹤0.01%	281
2023 Q2	$399	Hold	5	–	–	﹤0.01%	281
2023 Q1	$374	Hold	5	–	–	﹤0.01%	296
2022 Q4	$325	Buy	+5	New	+$324	﹤0.01%	292

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

Mendota Financial Group's MOAT Position: Q1 2024 in Review

Mendota Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 5 shares — an estimated $425 sold.

Mendota Financial Group first reported a position in MOAT in Q4 2022 and held it in 5 quarters. The position peaked at $425 in Q4 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Mendota Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
Mendota Financial Group sold 5 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $425.
Mendota Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 5 quarters.
Mendota Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $425 in Q4 2023.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.