Alaska Permanent Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Alaska Permanent Capital 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
2022 Q4	–	Sell	-7,189	Closed	-$431K	–	37
2022 Q3	$431K	Sell	7,189 -355,642	-98%	-$23.9M	0.05%	31
2022 Q2	$23.1M	Buy	+362,831	New	+$24.9M	2.33%	12

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alaska Permanent Capital Management's MOAT Position: Q4 2022 in Review

Alaska Permanent Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 7,189 shares — an estimated $431K sold.

Alaska Permanent Capital Management first reported a position in MOAT in Q2 2022 and held it in 2 quarters. The position peaked at $23.1M in Q2 2022. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

Alaska Permanent Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
Alaska Permanent Capital Management sold 7,189 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $431K.
Alaska Permanent Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 2 quarters.
Alaska Permanent Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $23.1M in Q2 2022.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Alaska Permanent Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.