FI
MOAT icon

FormulaFolio Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-109,670
Closed -$6.8M – 674
2020
Q4 		$6.8M Buy
+109,670
New +$6.46M 0.14% 120

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
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FormulaFolio Investments's MOAT Position: Q1 2021 in Review

FormulaFolio Investments sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2021, closing a stake of 109,670 shares — an estimated $6.8M sold.

FormulaFolio Investments first reported a position in MOAT in Q4 2020 and held it in 1 quarter. The position peaked at $6.8M in Q4 2020. 280 funds tracked by Wall St. Rank hold MOAT as of Q1 2021.

  • FormulaFolio Investments reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 109,670 VanEck Morningstar Wide Moat ETF shares in Q1 2021, an estimated $6.8M.
  • FormulaFolio Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's VanEck Morningstar Wide Moat ETF position peaked at $6.8M in Q4 2020.
  • 280 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.