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H&H Retirement Design & Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

H&H Retirement Design & Management’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
Q2 		– Sell
-3,274
Closed -$242K – 75
2022
Q1 		$242K Sell
3,274
-608
-16% -$44.8K 0.16% 51
2021
Q4 		$285K Buy
+3,882
New +$294K 0.18% 60

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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

H&H Retirement Design & Management's MOAT Position: Q2 2022 in Review

H&H Retirement Design & Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 3,274 shares — an estimated $242K sold.

H&H Retirement Design & Management first reported a position in MOAT in Q4 2021 and held it in 2 quarters. The position peaked at $285K in Q4 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

  • H&H Retirement Design & Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
  • H&H Retirement Design & Management sold 3,274 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $242K.
  • H&H Retirement Design & Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 2 quarters.
  • H&H Retirement Design & Management's VanEck Morningstar Wide Moat ETF position peaked at $285K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on H&H Retirement Design & Management's 13F filing for Q2 2022, filed 3 Aug 2022.