Mesirow Financial Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250M | Sell |
2,668,567
-77,874
| -3% | -$7.3M | 4.88% | 2 |
|
|
2025
Q1 | $242M | Sell |
2,746,441
-753,614
| -22% | -$66.3M | 4.68% | 3 |
|
|
2024
Q4 | $325M | Buy |
3,500,055
+858,400
| +32% | +$79.6M | 6.45% | 2 |
|
|
2024
Q3 | $256M | Buy |
2,641,655
+91,428
| +4% | +$8.86M | 4.96% | 3 |
|
|
2024
Q2 | $221M | Buy |
2,550,227
+41,738
| +2% | +$3.62M | 4.98% | 3 |
|
|
2024
Q1 | $226M | Buy |
2,508,489
+252,391
| +11% | +$22.7M | 5.13% | 2 |
|
|
2023
Q4 | $191M | Buy |
+2,256,098
| New | +$191M | 6.99% | 2 |
|