SVA Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SVA Wealth Management’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
2018 Q2	–	Sell	-6,293	Closed	-$254K	–	225
2018 Q1	$254K	Buy	6,293 +160	+3%	+$6.95K	0.03%	191
2017 Q4	$260K	Sell	6,133 -160	-3%	-$6.61K	0.03%	187
2017 Q3	$254K	Hold	6,293	–	–	0.03%	191
2017 Q2	$249K	Hold	6,293	–	–	0.03%	183
2017 Q1	$236K	Hold	6,293	–	–	0.03%	180
2016 Q4	$219K	Hold	6,293	–	–	0.03%	190
2016 Q3	$214K	Buy	6,293 +10	+0.2%	+$341	0.03%	188
2016 Q2	$204K	Buy	+6,283	New	+$202K	0.03%	194
2016 Q1	–	Sell	-14,341	Closed	-$415K	–	210
2015 Q4	$415K	Sell	14,341 -11,280	-44%	-$336K	0.07%	164
2015 Q3	$716K	Buy	25,621 +281	+1%	+$8.41K	0.13%	133
2015 Q2	$777K	Buy	25,340 +711	+3%	+$22.2K	0.14%	131
2015 Q1	$747K	Buy	24,629 +2,542	+12%	+$76.8K	0.14%	139
2014 Q4	$686K	Buy	22,087 +60	+0.3%	+$1.88K	0.25%	95
2014 Q3	$690K	Buy	22,027 +230	+1%	+$7.16K	0.29%	82
2014 Q2	$668K	Buy	21,797 +2,503	+13%	+$74.8K	0.29%	79
2014 Q1	$566K	Hold	19,294	–	–	0.27%	85
2013 Q4	$556K	Buy	+19,294	New	+$536K	0.33%	74

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SVA Wealth Management's MOAT Position: Q2 2018 in Review

SVA Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2018, closing a stake of 6,293 shares — an estimated $254K sold.

SVA Wealth Management first reported a position in MOAT in Q4 2013 and held it in 17 quarters. The position peaked at $777K in Q2 2015. 128 funds tracked by Wall St. Rank hold MOAT as of Q2 2018.

SVA Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 6,293 VanEck Morningstar Wide Moat ETF shares in Q2 2018, an estimated $254K.
SVA Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and held it in 17 quarters.
SVA Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $777K in Q2 2015.
128 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.