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Sageworth Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sageworth Trust’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
Q3 		– Sell
-2,164
Closed -$138K – 389
2022
Q2 		$138K Hold
2,164
– – 0.01% 119
2022
Q1 		$162K Hold
2,164
– – 0.01% 70
2021
Q4 		$165K Buy
+2,164
New +$164K 0.01% 74

Other funds holding MOAT

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Sageworth Trust's MOAT Position: Q3 2022 in Review

Sageworth Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 2,164 shares — an estimated $138K sold.

Sageworth Trust first reported a position in MOAT in Q4 2021 and held it in 3 quarters. The position peaked at $165K in Q4 2021. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

  • Sageworth Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust sold 2,164 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $138K.
  • Sageworth Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust's VanEck Morningstar Wide Moat ETF position peaked at $165K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Sageworth Trust's 13F filing for Q3 2022, filed 2 Nov 2022.