NVWM LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

NVWM LLC’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
2020 Q2	–	Sell	-573	Closed	-$25K	–	362
2020 Q1	$25K	Sell	573 -64	-10%	-$3.29K	0.02%	202
2019 Q4	$35K	Sell	637 -2,500	-80%	-$132K	0.02%	193
2019 Q3	$157K	Hold	3,137	–	–	0.1%	151
2019 Q2	$151K	Hold	3,137	–	–	0.09%	165
2019 Q1	$149K	Hold	3,137	–	–	0.1%	153
2018 Q4	$129K	Hold	3,137	–	–	0.1%	149
2018 Q3	$147K	Hold	3,137	–	–	0.09%	155
2018 Q2	$137K	Hold	3,137	–	–	0.1%	149
2018 Q1	$127K	Sell	3,137 -45	-1%	-$1.95K	0.09%	151
2017 Q4	$135K	Buy	+3,182	New	+$131K	0.1%	144

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

OIA

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NVWM LLC's MOAT Position: Q2 2020 in Review

NVWM LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2020, closing a stake of 573 shares — an estimated $25K sold.

NVWM LLC first reported a position in MOAT in Q4 2017 and held it in 10 quarters. The position peaked at $157K in Q3 2019. 229 funds tracked by Wall St. Rank hold MOAT as of Q2 2020.

NVWM LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2020 after selling out during the quarter.
NVWM LLC sold 573 VanEck Morningstar Wide Moat ETF shares in Q2 2020, an estimated $25K.
NVWM LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and held it in 10 quarters.
NVWM LLC's VanEck Morningstar Wide Moat ETF position peaked at $157K in Q3 2019.
229 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2020.

Based on NVWM LLC's 13F filing for Q2 2020, filed 11 Aug 2020.