Schroder Investment Management Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Schroder Investment Management 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
2023 Q2	–	Sell	-2,200	Closed	-$162K	–	1265
2023 Q1	$162K	Buy	+2,200	New	+$156K	﹤0.01%	1221
2019 Q2	–	Sell	-5,135	Closed	-$239K	–	1234
2019 Q1	$239K	Buy	+5,135	New	+$232K	﹤0.01%	1062
2018 Q4	–	Sell	-5,135	Closed	-$240K	–	1267
2018 Q3	$240K	Hold	5,135	–	–	﹤0.01%	1115
2018 Q2	$224K	Buy	+5,135	New	+$219K	﹤0.01%	1139
2014 Q4	–	Sell	-198,702	Closed	-$6.22M	–	1428
2014 Q3	$6.22M	Buy	+198,702	New	+$6.18M	0.01%	757
2014 Q1	–	Sell	-9,635	Closed	-$278K	–	1482
2013 Q4	$278K	Buy	+9,635	New	+$268K	﹤0.01%	1197

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schroder Investment Management Group's MOAT Position: Q2 2023 in Review

Schroder Investment Management Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2023, closing a stake of 2,200 shares — an estimated $162K sold.

Schroder Investment Management Group first reported a position in MOAT in Q4 2013 and held it in 6 quarters. The position peaked at $6.22M in Q3 2014. 458 funds tracked by Wall St. Rank hold MOAT as of Q2 2023.

Schroder Investment Management Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2023 after selling out during the quarter.
Schroder Investment Management Group sold 2,200 VanEck Morningstar Wide Moat ETF shares in Q2 2023, an estimated $162K.
Schroder Investment Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and held it in 6 quarters.
Schroder Investment Management Group's VanEck Morningstar Wide Moat ETF position peaked at $6.22M in Q3 2014.
458 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2023.

Based on Schroder Investment Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.