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

FourThought 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	$20K	Hold	335	–	–	﹤0.01%	859
2022 Q2	$21K	Buy	335 +35	+12%	+$2.4K	﹤0.01%	856
2022 Q1	$22K	Hold	300	–	–	﹤0.01%	874
2021 Q4	$23K	Hold	300	–	–	﹤0.01%	898
2021 Q3	$21K	Hold	300	–	–	﹤0.01%	938
2021 Q2	$22K	Hold	300	–	–	﹤0.01%	926
2021 Q1	$20K	Hold	300	–	–	﹤0.01%	904
2020 Q4	$18K	Buy	+300	New	+$17.7K	﹤0.01%	903

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FourThought Financial's MOAT Position: Q3 2022 in Review

FourThought Financial held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2022 at 335 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

FourThought Financial first reported a position in MOAT in Q4 2020 and has held it in 8 quarters since. The position peaked at $23K in Q4 2021. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

FourThought Financial held 335 shares of VanEck Morningstar Wide Moat ETF worth $20K as of Q3 2022.
FourThought Financial left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2022.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #859 holding.
FourThought Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's VanEck Morningstar Wide Moat ETF position peaked at $23K in Q4 2021.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.