Private Capital Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Private Capital Group’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 Q2	–	Sell	-605	Closed	-$45K	–	2024
2022 Q1	$45K	Hold	605	–	–	0.01%	688
2021 Q4	$46K	Hold	605	–	–	0.01%	720
2021 Q3	$44K	Buy	+605	New	+$45.5K	0.01%	734

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Private Capital Group's MOAT Position: Q2 2022 in Review

Private Capital Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 605 shares — an estimated $45K sold.

Private Capital Group first reported a position in MOAT in Q3 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

Private Capital Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 605 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $45K.
Private Capital Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 3 quarters.
Private Capital Group's VanEck Morningstar Wide Moat ETF position peaked at $46K in Q4 2021.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.