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

Bar Harbor 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
2022 Q1	–	Sell	-5,462	Closed	-$416K	–	249
2021 Q4	$416K	Hold	5,462	–	–	0.04%	173
2021 Q3	$400K	Buy	+5,462	New	+$411K	0.04%	166

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

OIA

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

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

Bar Harbor Wealth Management's MOAT Position: Q1 2022 in Review

Bar Harbor Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 5,462 shares — an estimated $416K sold.

Bar Harbor Wealth Management first reported a position in MOAT in Q3 2021 and held it in 2 quarters. The position peaked at $416K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

Bar Harbor Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
Bar Harbor Wealth Management sold 5,462 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $416K.
Bar Harbor Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 2 quarters.
Bar Harbor Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $416K in Q4 2021.
347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.