Peninsula Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Peninsula Wealth’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	$449K	Sell	4,837 -1,454	-23%	-$140K	0.08%	77
2024 Q3	$613K	Hold	6,291	–	–	0.11%	65
2024 Q2	$555K	Hold	6,291	–	–	0.1%	62
2024 Q1	$566K	Buy	6,291 +455	+8%	+$39K	0.11%	60
2023 Q4	$495K	Buy	5,836 +198	+4%	+$15.4K	0.1%	58
2023 Q3	$412K	Buy	5,638 +40	+0.7%	+$3.19K	0.1%	51
2023 Q2	$447K	Buy	5,598 +543	+11%	+$40.9K	0.12%	46
2023 Q1	$373K	Buy	5,055 +211	+4%	+$15K	0.11%	46
2022 Q4	$314K	Buy	4,844 +42	+0.9%	+$2.72K	0.1%	50
2022 Q3	$288K	Buy	4,802 +82	+2%	+$5.51K	0.1%	50
2022 Q2	$301K	Hold	4,720	–	–	0.1%	49
2022 Q1	$353K	Buy	4,720 +390	+9%	+$28.7K	0.1%	46
2021 Q4	$330K	Buy	+4,330	New	+$328K	0.09%	52

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

Peninsula Wealth's MOAT Position: Q4 2024 in Review

Peninsula Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 23% in Q4 2024, selling an estimated $140K and leaving 4,837 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #77.

Peninsula Wealth first reported a position in MOAT in Q4 2021 and has held it in 13 quarters since. The position peaked at $613K in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Peninsula Wealth held 4,837 shares of VanEck Morningstar Wide Moat ETF worth $449K as of Q4 2024.
Peninsula Wealth sold 1,454 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $140K.
VanEck Morningstar Wide Moat ETF made up 0.08% of Peninsula Wealth's portfolio in Q4 2024, its #77 holding.
Peninsula Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 13 quarters since.
Peninsula Wealth's VanEck Morningstar Wide Moat ETF position peaked at $613K in Q3 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.