Win Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Win Advisors’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	-43,782	Closed	-$4.24M	–	71
2024 Q3	$4.24M	Buy	+43,782	New	+$4M	1.99%	17
2024 Q1	–	Sell	-68,303	Closed	-$5.8M	–	80
2023 Q4	$5.8M	Buy	+68,303	New	+$5.3M	2.63%	11
2023 Q3	–	Sell	-4,481	Closed	-$310K	–	57
2023 Q2	$310K	Sell	4,481 -13,383	-75%	-$1.01M	0.41%	27
2023 Q1	$1.33M	Buy	+17,864	New	+$1.27M	0.53%	17
2022 Q4	–	Sell	-1	Closed	–	–	152
2022 Q3	$0	Hold	1	–	–	﹤0.01%	150
2022 Q2	$0	Hold	1	–	–	﹤0.01%	195
2022 Q1	$0	Buy	+1	New	+$74	﹤0.01%	207

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

Win Advisors's MOAT Position: Q4 2024 in Review

Win Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 43,782 shares — an estimated $4.24M sold.

Win Advisors first reported a position in MOAT in Q1 2022 and held it in 7 quarters. The position peaked at $5.8M in Q4 2023. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Win Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Win Advisors sold 43,782 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $4.24M.
Win Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 7 quarters.
Win Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.8M in Q4 2023.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.