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

Resolute Financial’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
Q4 		$1.91M Sell
29,475
-3,345
-10% -$217K 1.63% 13
2022
Q3 		$1.97M Sell
32,820
-566
-2% -$38.1K 1.87% 11
2022
Q2 		$2.13M Buy
33,386
+982
+3% +$67.4K 1.85% 11
2022
Q1 		$2.42M Hold
32,404
– – 1.97% 10
2021
Q4 		$2.47M Buy
+32,404
New +$2.46M 1.84% 11

Other funds holding MOAT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Resolute Financial's MOAT Position: Q4 2022 in Review

Resolute Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q4 2022, selling an estimated $217K and leaving 29,475 shares worth $1.91M. The position accounts for 1.63% of the portfolio, ranked #13.

Resolute Financial first reported a position in MOAT in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.47M in Q4 2021. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

  • Resolute Financial held 29,475 shares of VanEck Morningstar Wide Moat ETF worth $1.91M as of Q4 2022.
  • Resolute Financial sold 3,345 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $217K.
  • VanEck Morningstar Wide Moat ETF made up 1.63% of Resolute Financial's portfolio in Q4 2022, its #13 holding.
  • Resolute Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's VanEck Morningstar Wide Moat ETF position peaked at $2.47M in Q4 2021.
  • 375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.