Keebeck Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Keebeck Wealth 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
2021 Q3	–	Sell	-5,428	Closed	-$402K	–	235
2021 Q2	$402K	Sell	5,428 -1,262	-19%	-$91.9K	0.06%	184
2021 Q1	$463K	Buy	+6,690	New	+$441K	0.07%	171

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

OIA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Keebeck Wealth Management's MOAT Position: Q3 2021 in Review

Keebeck Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 5,428 shares — an estimated $402K sold.

Keebeck Wealth Management first reported a position in MOAT in Q1 2021 and held it in 2 quarters. The position peaked at $463K in Q1 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Keebeck Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
Keebeck Wealth Management sold 5,428 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $402K.
Keebeck Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 2 quarters.
Keebeck Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $463K in Q1 2021.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Keebeck Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.