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

WJ 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 Q1	–	Sell	-22,675	Closed	-$1.92M	–	75
2023 Q4	$1.92M	Sell	22,675 -105,706	-82%	-$8.21M	0.84%	31
2023 Q3	$9.74M	Buy	128,381 +29,620	+30%	+$2.36M	4.73%	8
2023 Q2	$7.88M	Buy	+98,761	New	+$7.43M	3.73%	11
2021 Q4	–	Sell	-70,564	Closed	-$5.17M	–	57
2021 Q3	$5.17M	Buy	+70,564	New	+$5.31M	3.44%	12

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 $432B AUM 30.22% 1-Year Est. Return

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

WJ Wealth Management's MOAT Position: Q1 2024 in Review

WJ Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 22,675 shares — an estimated $1.92M sold.

WJ Wealth Management first reported a position in MOAT in Q3 2021 and held it in 4 quarters. The position peaked at $9.74M in Q3 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

WJ Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
WJ Wealth Management sold 22,675 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $1.92M.
WJ Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 4 quarters.
WJ Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $9.74M in Q3 2023.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on WJ Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.