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

Modera 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
2022 Q3	–	Sell	-4,271	Closed	-$272K	–	334
2022 Q2	$272K	Buy	+4,271	New	+$293K	0.01%	271

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Modera Wealth Management's MOAT Position: Q3 2022 in Review

Modera Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 4,271 shares — an estimated $272K sold.

Modera Wealth Management first reported a position in MOAT in Q2 2022 and held it in 1 quarter. The position peaked at $272K in Q2 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Modera Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Modera Wealth Management sold 4,271 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $272K.
Modera Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 1 quarter.
Modera Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $272K in Q2 2022.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Modera Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.