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

Prudential Financial’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	-5,181	Closed	-$502K	–	2558
2024 Q3	$502K	Sell	5,181 -5,108	-50%	-$467K	﹤0.01%	2216
2024 Q2	$891K	Sell	10,289 -5,516	-35%	-$479K	﹤0.01%	1897
2024 Q1	$1.42M	Sell	15,805 -4,265	-21%	-$366K	﹤0.01%	1646
2023 Q4	$1.7M	Buy	20,070 +8,498	+73%	+$660K	﹤0.01%	1535
2023 Q3	$877K	Buy	11,572 +920	+9%	+$73.3K	﹤0.01%	1825
2023 Q2	$850K	Buy	+10,652	New	+$802K	﹤0.01%	1890

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

Prudential Financial's MOAT Position: Q4 2024 in Review

Prudential Financial sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 5,181 shares — an estimated $502K sold.

Prudential Financial first reported a position in MOAT in Q2 2023 and held it in 6 quarters. The position peaked at $1.7M in Q4 2023. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Prudential Financial reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 5,181 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $502K.
Prudential Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 6 quarters.
Prudential Financial's VanEck Morningstar Wide Moat ETF position peaked at $1.7M in Q4 2023.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.