RWG
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Ratio Wealth Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ratio Wealth Group’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
Q1 		$19.6M Buy
217,807
+14,957
+7% +$1.28M 3.65% 11
2023
Q4 		$17.2M Buy
+202,850
New +$15.8M 3.72% 10

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ratio Wealth Group's MOAT Position: Q1 2024 in Review

Ratio Wealth Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.4% in Q1 2024, buying an estimated $1.28M and bringing the position to 217,807 shares worth $19.6M. The position accounts for 3.65% of the portfolio, ranked #11.

Ratio Wealth Group first reported a position in MOAT in Q4 2023 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Ratio Wealth Group held 217,807 shares of VanEck Morningstar Wide Moat ETF worth $19.6M as of Q1 2024.
  • Ratio Wealth Group bought 14,957 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $1.28M.
  • VanEck Morningstar Wide Moat ETF made up 3.65% of Ratio Wealth Group's portfolio in Q1 2024, its #11 holding.
  • Ratio Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.