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

Kelly Financial Services’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 Q4	–	Sell	-57	Closed	-$4.17K	–	696
2021 Q3	$4.17K	Buy	+57	New	+$4.29K	﹤0.01%	446

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

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

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

Kelly Financial Services's MOAT Position: Q4 2021 in Review

Kelly Financial Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2021, closing a stake of 57 shares — an estimated $4.17K sold.

Kelly Financial Services first reported a position in MOAT in Q3 2021 and held it in 1 quarter. The position peaked at $4.17K in Q3 2021. 350 funds tracked by Wall St. Rank hold MOAT as of Q4 2021.

Kelly Financial Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2021 after selling out during the quarter.
Kelly Financial Services sold 57 VanEck Morningstar Wide Moat ETF shares in Q4 2021, an estimated $4.17K.
Kelly Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 1 quarter.
Kelly Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $4.17K in Q3 2021.
350 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.