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

Hoover Financial 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
2021 Q2	$28K	Hold	381	–	–	0.01%	351
2021 Q1	$27K	Hold	381	–	–	0.01%	325
2020 Q4	$25K	Buy	+381	New	+$22.4K	0.01%	312
2020 Q3	–	Sell	-375	Closed	-$20K	–	365
2020 Q2	$20K	Buy	+375	New	+$18.7K	0.01%	279

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Hoover Financial Advisors's MOAT Position: Q2 2021 in Review

Hoover Financial Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2021 at 381 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #351.

Hoover Financial Advisors first reported a position in MOAT in Q2 2020 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

Hoover Financial Advisors held 381 shares of VanEck Morningstar Wide Moat ETF worth $28K as of Q2 2021.
Hoover Financial Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2021.
VanEck Morningstar Wide Moat ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #351 holding.
Hoover Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 4 quarters since.
304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.