McIlrath & Eck’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

McIlrath & Eck’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
2022 Q4	–	Sell	-120	Closed	-$7K	–	907
2022 Q3	$7K	Hold	120	–	–	﹤0.01%	589
2022 Q2	$8K	Hold	120	–	–	﹤0.01%	549
2022 Q1	$9K	Hold	120	–	–	﹤0.01%	545
2021 Q4	$9K	Hold	120	–	–	﹤0.01%	548
2021 Q3	$9K	Hold	120	–	–	﹤0.01%	541
2021 Q2	$9K	Buy	+120	New	+$8.74K	﹤0.01%	534

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

OIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McIlrath & Eck's MOAT Position: Q4 2022 in Review

McIlrath & Eck sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 120 shares — an estimated $7K sold.

McIlrath & Eck first reported a position in MOAT in Q2 2021 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

McIlrath & Eck reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
McIlrath & Eck sold 120 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $7K.
McIlrath & Eck first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 6 quarters.
McIlrath & Eck's VanEck Morningstar Wide Moat ETF position peaked at $9K in Q1 2022.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on McIlrath & Eck's 13F filing for Q4 2022, filed 15 Feb 2023.