Claraphi Advisory Network’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Claraphi Advisory Network’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 Q4	$2.24M	Buy	34,448 +16,953	+97%	+$1.1M	0.89%	30
2022 Q3	$1.05M	Buy	17,495 +469	+3%	+$31.5K	0.57%	40
2022 Q2	$1.08M	Sell	17,026 -137	-0.8%	-$9.4K	0.38%	60
2022 Q1	$1.28M	Buy	17,163 +1,191	+7%	+$87.8K	0.37%	58
2021 Q4	$1.22M	Sell	15,972 -602	-4%	-$45.6K	0.42%	55
2021 Q3	$1.21M	Buy	16,574 +1,780	+12%	+$134K	0.43%	46
2021 Q2	$1.1M	Sell	14,794 -75	-0.5%	-$5.46K	0.33%	59
2021 Q1	$1.03M	Sell	14,869 -1,855	-11%	-$122K	0.28%	74
2020 Q4	$1.04M	Sell	16,724 -30	-0.2%	-$1.77K	0.28%	64
2020 Q3	$915K	Buy	16,754 +925	+6%	+$50.6K	0.33%	54
2020 Q2	$827K	Sell	15,829 -400	-2%	-$19.9K	0.35%	55
2020 Q1	$710K	Buy	16,229 +490	+3%	+$25.2K	0.34%	54
2019 Q4	$862K	Buy	15,739 +976	+7%	+$51.6K	0.53%	37
2019 Q3	$740K	Buy	14,763 +1,710	+13%	+$83.8K	0.45%	45
2019 Q2	$627K	Sell	13,053 -100	-0.8%	-$4.74K	0.37%	62
2019 Q1	$613K	Sell	13,153 -700	-5%	-$31.6K	0.38%	59
2018 Q4	$570K	Buy	13,853 +6,753	+95%	+$300K	0.44%	61
2018 Q3	$332K	Sell	7,100 -500	-7%	-$22.8K	0.19%	144
2018 Q2	$331K	Sell	7,600 -80	-1%	-$3.41K	0.21%	135
2018 Q1	$318K	Buy	+7,680	New	+$333K	0.23%	134

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Claraphi Advisory Network's MOAT Position: Q4 2022 in Review

Claraphi Advisory Network increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 97% in Q4 2022, buying an estimated $1.1M and bringing the position to 34,448 shares worth $2.24M. The position accounts for 0.89% of the portfolio, ranked #30.

Claraphi Advisory Network first reported a position in MOAT in Q1 2018 and has held it in 20 quarters since. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

Claraphi Advisory Network held 34,448 shares of VanEck Morningstar Wide Moat ETF worth $2.24M as of Q4 2022.
Claraphi Advisory Network bought 16,953 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $1.1M.
VanEck Morningstar Wide Moat ETF made up 0.89% of Claraphi Advisory Network's portfolio in Q4 2022, its #30 holding.
Claraphi Advisory Network first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 20 quarters since.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.