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

Accuvest Global 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
2022 Q3	–	Sell	-3,257	Closed	-$208K	–	114
2022 Q2	$208K	Sell	3,257 -628	-16%	-$43.1K	0.13%	97
2022 Q1	$290K	Sell	3,885 -7,218	-65%	-$532K	0.15%	82
2021 Q4	$845K	Sell	11,103 -61,202	-85%	-$4.64M	0.37%	53
2021 Q3	$5.3M	Buy	72,305 +33,585	+87%	+$2.53M	2.5%	8
2021 Q2	$2.87M	Buy	38,720 +15,963	+70%	+$1.16M	1.44%	23
2021 Q1	$1.58M	Buy	22,757 +18,083	+387%	+$1.19M	0.84%	41
2020 Q4	$290K	Buy	4,674 +2,076	+80%	+$122K	0.88%	25
2020 Q3	$142K	Sell	2,598 -3,189	-55%	-$174K	0.47%	30
2020 Q2	$302K	Hold	5,787	–	–	0.79%	30
2020 Q1	$253K	Buy	5,787 +2,313	+67%	+$119K	0.8%	28
2019 Q4	$190K	Buy	+3,474	New	+$184K	0.4%	23

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Accuvest Global Advisors's MOAT Position: Q3 2022 in Review

Accuvest Global Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 3,257 shares — an estimated $208K sold.

Accuvest Global Advisors first reported a position in MOAT in Q4 2019 and held it in 11 quarters. The position peaked at $5.3M in Q3 2021. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Accuvest Global Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Accuvest Global Advisors sold 3,257 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $208K.
Accuvest Global Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 11 quarters.
Accuvest Global Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.3M in Q3 2021.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Accuvest Global Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.