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tru Independence’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

tru Independence’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
2020
Q1 		– Sell
-52
Closed -$2K – 844
2019
Q4 		$2K Buy
+52
New +$2.75K ﹤0.01% 809

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

tru Independence's MOAT Position: Q1 2020 in Review

tru Independence sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 52 shares — an estimated $2K sold.

tru Independence first reported a position in MOAT in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

  • tru Independence reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
  • tru Independence sold 52 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $2K.
  • tru Independence first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 1 quarter.
  • tru Independence's VanEck Morningstar Wide Moat ETF position peaked at $2K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.