Certified Advisory Corp’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-340	Closed	-$24K	–	527
2021 Q1	$24K	Buy	+340	New	+$22.4K	0.01%	459
2020 Q2	$18K	Hold	335	–	–	0.01%	460
2020 Q1	$15K	Hold	335	–	–	0.01%	475
2019 Q4	$18K	Buy	335 +4	+1%	+$212	0.01%	502
2019 Q3	$17K	Hold	331	–	–	0.01%	512
2019 Q2	$16K	Buy	+331	New	+$15.7K	0.01%	519

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Certified Advisory Corp's MOAT Position: Q2 2021 in Review

Certified Advisory Corp sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2021, closing a stake of 340 shares — an estimated $24K sold.

Certified Advisory Corp first reported a position in MOAT in Q2 2019 and held it in 6 quarters. The position peaked at $24K in Q1 2021. 304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

Certified Advisory Corp reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 340 VanEck Morningstar Wide Moat ETF shares in Q2 2021, an estimated $24K.
Certified Advisory Corp first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's VanEck Morningstar Wide Moat ETF position peaked at $24K in Q1 2021.
304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.