CFRPA
MOAT icon

Castle Financial & Retirement Planning Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Castle Financial & Retirement Planning 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 		$581K Buy
+7,869
New +$596K 1.97% 15

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 $79.5B AUM 27.1% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MOAT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2021: 7,869 shares worth $581K. The stake represents 1.97% of the portfolio and ranks #15 among its holdings.

350 funds tracked by Wall St. Rank hold MOAT as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 7,869 shares of VanEck Morningstar Wide Moat ETF worth $581K as of Q4 2021.
  • VanEck Morningstar Wide Moat ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • VanEck Morningstar Wide Moat ETF made up 1.97% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #15 holding.
  • 350 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.