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

Clarity Financial’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 Q3	–	Sell	-9,270	Closed	-$591K	–	96
2022 Q2	$591K	Buy	9,270 +1,011	+12%	+$69.4K	0.13%	59
2022 Q1	$617K	Buy	+8,259	New	+$609K	0.12%	60

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Clarity Financial's MOAT Position: Q3 2022 in Review

Clarity Financial sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 9,270 shares — an estimated $591K sold.

Clarity Financial first reported a position in MOAT in Q1 2022 and held it in 2 quarters. The position peaked at $617K in Q1 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Clarity Financial reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Clarity Financial sold 9,270 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $591K.
Clarity Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 2 quarters.
Clarity Financial's VanEck Morningstar Wide Moat ETF position peaked at $617K in Q1 2022.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Clarity Financial's 13F filing for Q3 2022, filed 10 Nov 2022.