Northwestern Mutual Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2M | Sell |
545,763
-366,738
| -40% | -$34.4M | 0.04% | 245 |
|
|
2025
Q1 | $80.3M | Sell |
912,501
-75,766
| -8% | -$6.67M | 0.07% | 141 |
|
|
2024
Q4 | $91.6M | Buy |
988,267
+21,720
| +2% | +$2.01M | 0.08% | 119 |
|
|
2024
Q3 | $93.7M | Buy |
966,547
+28,404
| +3% | +$2.75M | 0.08% | 113 |
|
|
2024
Q2 | $81.3M | Buy |
938,143
+39,522
| +4% | +$3.42M | 0.08% | 113 |
|
|
2024
Q1 | $80.8M | Buy |
898,621
+251,774
| +39% | +$22.6M | 0.08% | 112 |
|
|
2023
Q4 | $54.9M | Buy |
646,847
+35,386
| +6% | +$3M | 0.06% | 155 |
|
|
2023
Q3 | $46.4M | Buy |
611,461
+73,696
| +14% | +$5.59M | 0.06% | 154 |
|
|
2023
Q2 | $42.9M | Sell |
537,765
-21,271
| -4% | -$1.7M | 0.06% | 171 |
|
|
2023
Q1 | $41.3M | Sell |
559,036
-59,703
| -10% | -$4.41M | 0.06% | 166 |
|
|
2022
Q4 | $40.2M | Buy |
618,739
+10,567
| +2% | +$686K | 0.06% | 173 |
|
|
2022
Q3 | $36.5M | Sell |
608,172
-18,038
| -3% | -$1.08M | 0.06% | 153 |
|
|
2022
Q2 | $39.9M | Buy |
626,210
+39,572
| +7% | +$2.52M | 0.07% | 141 |
|
|
2022
Q1 | $43.8M | Buy |
586,638
+183,588
| +46% | +$13.7M | 0.07% | 139 |
|
|
2021
Q4 | $30.7M | Buy |
403,050
+15,991
| +4% | +$1.22M | 0.05% | 164 |
|
|
2021
Q3 | $28.4M | Buy |
387,059
+44,181
| +13% | +$3.24M | 0.05% | 160 |
|
|
2021
Q2 | $25.4M | Buy |
342,878
+146,112
| +74% | +$10.8M | 0.05% | 163 |
|
|
2021
Q1 | $13.6M | Buy |
196,766
+31,372
| +19% | +$2.17M | 0.03% | 210 |
|
|
2020
Q4 | $10.3M | Sell |
165,394
-731
| -0.4% | -$45.3K | 0.02% | 229 |
|
|
2020
Q3 | $9.07M | Buy |
166,125
+6,353
| +4% | +$347K | 0.02% | 226 |
|
|
2020
Q2 | $8.35M | Sell |
159,772
-41,488
| -21% | -$2.17M | 0.03% | 218 |
|
|
2020
Q1 | $8.8M | Sell |
201,260
-123,432
| -38% | -$5.4M | 0.03% | 190 |
|
|
2019
Q4 | $17.8M | Sell |
324,692
-392,058
| -55% | -$21.5M | 0.06% | 137 |
|
|
2019
Q3 | $35.9M | Buy |
716,750
+498,850
| +229% | +$25M | 0.14% | 76 |
|
|
2019
Q2 | $10.5M | Sell |
217,900
-26,594
| -11% | -$1.28M | 0.04% | 174 |
|
|
2019
Q1 | $11.4M | Sell |
244,494
-132,980
| -35% | -$6.2M | 0.05% | 165 |
|
|
2018
Q4 | $15.5M | Buy |
377,474
+330,195
| +698% | +$13.6M | 0.08% | 118 |
|
|
2018
Q3 | $2.21M | Buy |
47,279
+37,406
| +379% | +$1.75M | 0.01% | 312 |
|
|
2018
Q2 | $430K | Buy |
9,873
+1,255
| +15% | +$54.7K | ﹤0.01% | 567 |
|
|
2018
Q1 | $357K | Buy |
8,618
+2,248
| +35% | +$93.1K | ﹤0.01% | 586 |
|
|
2017
Q4 | $270K | Buy |
6,370
+400
| +7% | +$17K | ﹤0.01% | 642 |
|
|
2017
Q3 | $241K | Buy |
5,970
+5,539
| +1,285% | +$224K | ﹤0.01% | 640 |
|
|
2017
Q2 | $17K | Sell |
431
-1,219
| -74% | -$48.1K | ﹤0.01% | 1445 |
|
|
2017
Q1 | $62K | Buy |
+1,650
| New | +$62K | ﹤0.01% | 970 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$9K | – | 1711 |
|
|
2014
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 1104 |
|