Tealwood Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tealwood Asset 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 Q4	–	Sell	-2,343	Closed	-$227K	–	141
2024 Q3	$227K	Buy	+2,343	New	+$214K	0.1%	126
2024 Q2	–	Sell	-2,687	Closed	-$242K	–	96
2024 Q1	$242K	Hold	2,687	–	–	0.11%	126
2023 Q4	$228K	Buy	2,687 +5	+0.2%	+$388	0.11%	123
2023 Q3	$203K	Hold	2,682	–	–	0.1%	125
2023 Q2	$214K	Buy	+2,682	New	+$202K	0.1%	130
2022 Q2	–	Sell	-2,700	Closed	-$202K	–	134
2022 Q1	$202K	Hold	2,700	–	–	0.09%	130
2021 Q4	$206K	Sell	2,700 -132	-5%	-$10K	0.08%	130
2021 Q3	$207K	Buy	+2,832	New	+$213K	0.08%	131

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tealwood Asset Management's MOAT Position: Q4 2024 in Review

Tealwood Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 2,343 shares — an estimated $227K sold.

Tealwood Asset Management first reported a position in MOAT in Q3 2021 and held it in 8 quarters. The position peaked at $242K in Q1 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Tealwood Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Tealwood Asset Management sold 2,343 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $227K.
Tealwood Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 8 quarters.
Tealwood Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $242K in Q1 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Tealwood Asset Management's 13F filing for Q4 2024, filed 13 Jan 2025.