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

StrategIQ Financial 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 Q4	$232K	Buy	2,737 +23	+0.8%	+$1.79K	0.03%	290
2023 Q3	$206K	Buy	2,714 +12	+0.4%	+$956	0.02%	295
2023 Q2	$216K	Buy	+2,702	New	+$203K	0.02%	289
2022 Q1	–	Sell	-2,669	Closed	-$203K	–	302
2021 Q4	$203K	Buy	+2,669	New	+$202K	0.02%	290

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

StrategIQ Financial Group's MOAT Position: Q4 2023 in Review

StrategIQ Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.85% in Q4 2023, buying an estimated $1.79K and bringing the position to 2,737 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #290.

StrategIQ Financial Group first reported a position in MOAT in Q4 2021 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

StrategIQ Financial Group held 2,737 shares of VanEck Morningstar Wide Moat ETF worth $232K as of Q4 2023.
StrategIQ Financial Group bought 23 VanEck Morningstar Wide Moat ETF shares in Q4 2023, an estimated $1.79K.
VanEck Morningstar Wide Moat ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #290 holding.
StrategIQ Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.