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

Financial Sense Advisors’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
2023 Q1	–	Sell	-187,794	Closed	-$12.2M	–	98
2022 Q4	$12.2M	Buy	187,794 +74,643	+66%	+$4.84M	4.99%	4
2022 Q3	$6.79M	Sell	113,151 -4,877	-4%	-$328K	2.87%	6
2022 Q2	$7.52M	Buy	+118,028	New	+$8.1M	2.75%	8
2022 Q1	–	Sell	-132,331	Closed	-$10.1M	–	116
2021 Q4	$10.1M	Buy	+132,331	New	+$10M	3.46%	6

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Financial Sense Advisors's MOAT Position: Q1 2023 in Review

Financial Sense Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 187,794 shares — an estimated $12.2M sold.

Financial Sense Advisors first reported a position in MOAT in Q4 2021 and held it in 4 quarters. The position peaked at $12.2M in Q4 2022. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

Financial Sense Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
Financial Sense Advisors sold 187,794 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $12.2M.
Financial Sense Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 4 quarters.
Financial Sense Advisors's VanEck Morningstar Wide Moat ETF position peaked at $12.2M in Q4 2022.
379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Financial Sense Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.