Carroll Financial Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Carroll Financial Associates’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	$18K	Buy	248 +3	+1%	+$227	﹤0.01%	1007
2021 Q3	$17K	Hold	245	–	–	﹤0.01%	1040
2021 Q2	$18K	Hold	245	–	–	﹤0.01%	1120
2021 Q1	$17K	Hold	245	–	–	﹤0.01%	1076
2020 Q4	$15K	Buy	245 +3	+1%	+$177	﹤0.01%	1004
2020 Q3	$13K	Hold	242	–	–	﹤0.01%	978
2020 Q2	$12K	Hold	242	–	–	﹤0.01%	991
2020 Q1	$10K	Hold	242	–	–	﹤0.01%	942
2019 Q4	$13K	Hold	242	–	–	﹤0.01%	983
2019 Q3	$12K	Hold	242	–	–	﹤0.01%	946
2019 Q2	$11K	Hold	242	–	–	﹤0.01%	985
2019 Q1	$11K	Hold	242	–	–	﹤0.01%	921
2018 Q4	$10K	Hold	242	–	–	﹤0.01%	855
2018 Q3	$11K	Hold	242	–	–	﹤0.01%	869
2018 Q2	$10K	Hold	242	–	–	﹤0.01%	853
2018 Q1	$10K	Buy	+242	New	+$10.5K	﹤0.01%	839

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 $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Carroll Financial Associates's MOAT Position: Q4 2021 in Review

Carroll Financial Associates increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.2% in Q4 2021, buying an estimated $227 and bringing the position to 248 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Carroll Financial Associates first reported a position in MOAT in Q1 2018 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold MOAT as of Q4 2021.

Carroll Financial Associates held 248 shares of VanEck Morningstar Wide Moat ETF worth $18K as of Q4 2021.
Carroll Financial Associates bought 3 VanEck Morningstar Wide Moat ETF shares in Q4 2021, an estimated $227.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1007 holding.
Carroll Financial Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.