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

Accel 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
2023
Q2 		– Sell
-450
Closed -$33.2K – 590
2023
Q1 		$33.2K Hold
450
– – 0.01% 577
2022
Q4 		$29.2K Buy
450
+109
+32% +$7.07K 0.01% 466
2022
Q3 		$22K Buy
+341
New +$22.9K 0.01% 531

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's MOAT Position: Q2 2023 in Review

Accel Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2023, closing a stake of 450 shares — an estimated $33.2K sold.

Accel Wealth Management first reported a position in MOAT in Q3 2022 and held it in 3 quarters. The position peaked at $33.2K in Q1 2023. 458 funds tracked by Wall St. Rank hold MOAT as of Q2 2023.

  • Accel Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 450 VanEck Morningstar Wide Moat ETF shares in Q2 2023, an estimated $33.2K.
  • Accel Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $33.2K in Q1 2023.
  • 458 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.