Sheets Smith Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sheets Smith Wealth Management’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 Q2	–	Sell	-10,981	Closed	-$987K	–	393
2024 Q1	$987K	Buy	10,981 +665	+6%	+$57.1K	0.11%	168
2023 Q4	$876K	Buy	10,316 +433	+4%	+$33.6K	0.12%	147
2023 Q3	$750K	Buy	9,883 +5,575	+129%	+$444K	0.11%	156
2023 Q2	$344K	Buy	+4,308	New	+$324K	0.05%	261

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 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 $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sheets Smith Wealth Management's MOAT Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 10,981 shares — an estimated $987K sold.

Sheets Smith Wealth Management first reported a position in MOAT in Q2 2023 and held it in 4 quarters. The position peaked at $987K in Q1 2024. 660 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Sheets Smith Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,981 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $987K.
Sheets Smith Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 4 quarters.
Sheets Smith Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $987K in Q1 2024.
660 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.