MPS Loria Financial Planners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-400	Closed	-$27K	–	398
2021 Q1	$27K	Hold	400	–	–	0.01%	217
2020 Q4	$25K	Hold	400	–	–	0.01%	214
2020 Q3	$22K	Hold	400	–	–	0.01%	191
2020 Q2	$21K	Buy	+400	New	+$19.9K	0.01%	196
2017 Q3	–	Sell	-400	Closed	-$16K	–	241
2017 Q2	$16K	Buy	+400	New	+$15.4K	0.01%	251

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

MPS Loria Financial Planners's MOAT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2021, closing a stake of 400 shares — an estimated $27K sold.

MPS Loria Financial Planners first reported a position in MOAT in Q2 2017 and held it in 5 quarters. The position peaked at $27K in Q1 2021. 304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

MPS Loria Financial Planners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 400 VanEck Morningstar Wide Moat ETF shares in Q2 2021, an estimated $27K.
MPS Loria Financial Planners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's VanEck Morningstar Wide Moat ETF position peaked at $27K in Q1 2021.
304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.