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

USAdvisors 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 Q4	–	Sell	-51,627	Closed	-$5M	–	142
2024 Q3	$5M	Sell	51,627 -2,540	-5%	-$232K	1.75%	15
2024 Q2	$4.69M	Sell	54,167 -1,713	-3%	-$149K	1.65%	18
2024 Q1	$5M	Sell	55,880 -2,633	-4%	-$226K	1.89%	17
2023 Q4	$4.97M	Buy	+58,513	New	+$4.54M	2.06%	15

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 $6.37B AUM 23.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

USAdvisors Wealth Management's MOAT Position: Q4 2024 in Review

USAdvisors Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 51,627 shares — an estimated $5M sold.

USAdvisors Wealth Management first reported a position in MOAT in Q4 2023 and held it in 4 quarters. The position peaked at $5M in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

USAdvisors Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 51,627 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $5M.
USAdvisors Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 4 quarters.
USAdvisors Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $5M in Q3 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on USAdvisors Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.