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

BCWM 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
2021
Q4 		– Sell
-3,928
Closed -$288K – 67
2021
Q3 		$288K Hold
3,928
– – 0.09% 62
2021
Q2 		$291K Hold
3,928
– – 0.09% 59
2021
Q1 		$272K Buy
+3,928
New +$259K 0.08% 65

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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

BCWM LLC's MOAT Position: Q4 2021 in Review

BCWM LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2021, closing a stake of 3,928 shares — an estimated $288K sold.

BCWM LLC first reported a position in MOAT in Q1 2021 and held it in 3 quarters. The position peaked at $291K in Q2 2021. 350 funds tracked by Wall St. Rank hold MOAT as of Q4 2021.

  • BCWM LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2021 after selling out during the quarter.
  • BCWM LLC sold 3,928 VanEck Morningstar Wide Moat ETF shares in Q4 2021, an estimated $288K.
  • BCWM LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 3 quarters.
  • BCWM LLC's VanEck Morningstar Wide Moat ETF position peaked at $291K in Q2 2021.
  • 350 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2021.

Based on BCWM LLC's 13F filing for Q4 2021, filed 8 Feb 2022.