Level Four Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Level Four Financial’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	$3.26M	Buy	44,521 +4,258	+11%	+$321K	1.42%	11
2021 Q2	$2.98M	Buy	40,263 +6,214	+18%	+$452K	1.26%	12
2021 Q1	$2.36M	Buy	34,049 +3,309	+11%	+$218K	1.09%	14
2020 Q4	$1.91M	Buy	+30,740	New	+$1.81M	0.82%	22

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFA

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

Level Four Financial's MOAT Position: Q3 2021 in Review

Level Four Financial increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q3 2021, buying an estimated $321K and bringing the position to 44,521 shares worth $3.26M. The position accounts for 1.42% of the portfolio, ranked #11.

Level Four Financial first reported a position in MOAT in Q4 2020 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Level Four Financial held 44,521 shares of VanEck Morningstar Wide Moat ETF worth $3.26M as of Q3 2021.
Level Four Financial bought 4,258 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $321K.
VanEck Morningstar Wide Moat ETF made up 1.42% of Level Four Financial's portfolio in Q3 2021, its #11 holding.
Level Four Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 4 quarters since.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.