Sound Financial Strategies Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sound Financial Strategies 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 Q1	–	Sell	-13,013	Closed	-$990K	–	94
2021 Q4	$990K	Sell	13,013 -403	-3%	-$30.5K	0.5%	21
2021 Q3	$983K	Sell	13,416 -5,415	-29%	-$408K	0.49%	20
2021 Q2	$1.4M	Buy	18,831 +594	+3%	+$43.2K	0.7%	12
2021 Q1	$1.26M	Buy	+18,237	New	+$1.2M	0.65%	11

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

OIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Sound Financial Strategies Group's MOAT Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 13,013 shares — an estimated $990K sold.

Sound Financial Strategies Group first reported a position in MOAT in Q1 2021 and held it in 4 quarters. The position peaked at $1.4M in Q2 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

Sound Financial Strategies Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
Sound Financial Strategies Group sold 13,013 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $990K.
Sound Financial Strategies Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 4 quarters.
Sound Financial Strategies Group's VanEck Morningstar Wide Moat ETF position peaked at $1.4M in Q2 2021.
347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.