Retirement Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Retirement 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	$117K	Buy	1,299 +70	+6%	+$6.01K	0.04%	152
2023 Q4	$104K	Buy	1,229 +4	+0.3%	+$311	0.04%	154
2023 Q3	$92.9K	Buy	1,225 +200	+20%	+$15.9K	0.04%	153
2023 Q2	$81.8K	Hold	1,025	–	–	0.03%	157
2023 Q1	$76K	Hold	1,025	–	–	0.03%	155
2022 Q4	$67K	Buy	1,025 +113	+12%	+$7.33K	0.03%	163
2022 Q3	$55K	Sell	912 -208	-19%	-$14K	0.04%	112
2022 Q2	$71K	Sell	1,120 -600	-35%	-$41.2K	0.03%	183
2022 Q1	$129K	Sell	1,720 -150	-8%	-$11.1K	0.05%	144
2021 Q4	$142K	Buy	1,870 +5	+0.3%	+$379	0.06%	139
2021 Q3	$137K	Hold	1,865	–	–	0.06%	141
2021 Q2	$138K	Buy	1,865 +130	+7%	+$9.46K	0.07%	137
2021 Q1	$120K	Buy	1,735 +1	+0.1%	+$66	0.05%	166
2020 Q4	$107K	Sell	1,734 -922	-35%	-$54.3K	0.05%	174
2020 Q3	$145K	Hold	2,656	–	–	0.08%	148
2020 Q2	$139K	Buy	+2,656	New	+$132K	0.09%	140
2019 Q4	$136K	Buy	+2,475	New	+$131K	0.09%	143

Other funds holding MOAT

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's MOAT Position: Q1 2024 in Review

Retirement Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.7% in Q1 2024, buying an estimated $6.01K and bringing the position to 1,299 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #152.

Retirement Group first reported a position in MOAT in Q4 2019 and has held it in 17 quarters since. The position peaked at $145K in Q3 2020. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Retirement Group held 1,299 shares of VanEck Morningstar Wide Moat ETF worth $117K as of Q1 2024.
Retirement Group bought 70 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $6.01K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #152 holding.
Retirement Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's VanEck Morningstar Wide Moat ETF position peaked at $145K in Q3 2020.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.