St. James Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

St. James Investment 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
2022 Q4	$1.17K	Hold	18	–	–	﹤0.01%	95
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	100
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	100
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	74
2021 Q4	$1K	Buy	+18	New	+$1.36K	﹤0.01%	95

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

OIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

St. James Investment Advisors's MOAT Position: Q4 2022 in Review

St. James Investment Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q4 2022 at 18 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #95.

St. James Investment Advisors first reported a position in MOAT in Q4 2021 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

St. James Investment Advisors held 18 shares of VanEck Morningstar Wide Moat ETF worth $1.17K as of Q4 2022.
St. James Investment Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q4 2022.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of St. James Investment Advisors's portfolio in Q4 2022, its #95 holding.
St. James Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.