Optiver Holding’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Optiver Holding’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	-1,904	Closed	-$185K	–	1132
2024 Q3	$185K	Buy	+1,904	New	+$174K	﹤0.01%	460
2022 Q2	–	Sell	-669	Closed	-$50K	–	474
2022 Q1	$50K	Buy	669 +152	+29%	+$11.2K	﹤0.01%	289
2021 Q4	$39K	Buy	517 +378	+272%	+$28.6K	﹤0.01%	467
2021 Q3	$10K	Buy	+139	New	+$10.5K	﹤0.01%	568

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Optiver Holding's MOAT Position: Q4 2024 in Review

Optiver Holding sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 1,904 shares — an estimated $185K sold.

Optiver Holding first reported a position in MOAT in Q3 2021 and held it in 4 quarters. The position peaked at $185K in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Optiver Holding reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Optiver Holding sold 1,904 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $185K.
Optiver Holding first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 4 quarters.
Optiver Holding's VanEck Morningstar Wide Moat ETF position peaked at $185K in Q3 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Optiver Holding's 13F filing for Q4 2024, filed 14 Feb 2025.