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

Financial Insights’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
Q3 		– Sell
-902
Closed -$668K – 172
2021
Q2 		$668K Buy
+902
New +$65.7K 0.06% 135

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Financial Insights's MOAT Position: Q3 2021 in Review

Financial Insights sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 902 shares — an estimated $668K sold.

Financial Insights first reported a position in MOAT in Q2 2021 and held it in 1 quarter. The position peaked at $668K in Q2 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

  • Financial Insights reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 902 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $668K.
  • Financial Insights first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's VanEck Morningstar Wide Moat ETF position peaked at $668K in Q2 2021.
  • 308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.