Farmers & Merchants Investments Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Farmers & Merchants Investments Inc’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	-13	Closed	-$1K	–	957
2021 Q1	$1K	Buy	+13	New	+$857	﹤0.01%	833
2018 Q3	–	Sell	-123	Closed	-$5K	–	858
2018 Q2	$5K	Buy	+123	New	+$5.24K	﹤0.01%	718

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 $445B AUM 25.58% 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 $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

JFA

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

MCM

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

Farmers & Merchants Investments Inc's MOAT Position: Q2 2021 in Review

Farmers & Merchants Investments Inc sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Farmers & Merchants Investments Inc first reported a position in MOAT in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

Farmers & Merchants Investments Inc reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2021 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 13 VanEck Morningstar Wide Moat ETF shares in Q2 2021, an estimated $1K.
Farmers & Merchants Investments Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and held it in 2 quarters.
Farmers & Merchants Investments Inc's VanEck Morningstar Wide Moat ETF position peaked at $5K in Q2 2018.
304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2021, filed 16 Jul 2021.