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

Hershey Financial Advisers’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
2024 Q2	$9.53K	Buy	+110	New	+$9.56K	0.01%	98

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hershey Financial Advisers's MOAT Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024: 110 shares worth $9.53K. The stake represents 0.01% of the portfolio and ranks #98 among its holdings.

658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Hershey Financial Advisers held 110 shares of VanEck Morningstar Wide Moat ETF worth $9.53K as of Q2 2024.
VanEck Morningstar Wide Moat ETF was a new Hershey Financial Advisers position in Q2 2024.
VanEck Morningstar Wide Moat ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #98 holding.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.