55I LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

55I LLC’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
2022 Q2	–	Sell	-3,075	Closed	-$230K	–	633
2022 Q1	$230K	Sell	3,075 -546	-15%	-$40.2K	0.01%	478
2021 Q4	$276K	Buy	+3,621	New	+$274K	0.01%	430

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

55I LLC's MOAT Position: Q2 2022 in Review

55I LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 3,075 shares — an estimated $230K sold.

55I LLC first reported a position in MOAT in Q4 2021 and held it in 2 quarters. The position peaked at $276K in Q4 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

55I LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
55I LLC sold 3,075 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $230K.
55I LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 2 quarters.
55I LLC's VanEck Morningstar Wide Moat ETF position peaked at $276K in Q4 2021.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.