Reilly Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Reilly Financial Advisors’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 Q4	$10K	Buy	+129	New	+$9.78K	﹤0.01%	715
2016 Q4	–	Sell	-80	Closed	-$3K	–	872
2016 Q3	$3K	Buy	+80	New	+$2.73K	﹤0.01%	717

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RJA

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

Reilly Financial Advisors's MOAT Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2021: 129 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in MOAT as recently as Q3 2016.

Reilly Financial Advisors first reported a position in MOAT in Q3 2016 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold MOAT as of Q4 2021.

Reilly Financial Advisors held 129 shares of VanEck Morningstar Wide Moat ETF worth $10K as of Q4 2021.
VanEck Morningstar Wide Moat ETF was a new Reilly Financial Advisors position in Q4 2021.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #715 holding.
Reilly Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2016 and has held it in 2 quarters since.
350 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.