WealthShield Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-292	Closed	-$22K	–	535
2021 Q2	$22K	Buy	+292	New	+$21.3K	﹤0.01%	639

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $1.2B AUM 20.2% 1-Year Est. Return

WealthShield Partners's MOAT Position: Q3 2021 in Review

WealthShield Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 292 shares — an estimated $22K sold.

WealthShield Partners first reported a position in MOAT in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

WealthShield Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 292 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $22K.
WealthShield Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 1 quarter.
WealthShield Partners's VanEck Morningstar Wide Moat ETF position peaked at $22K in Q2 2021.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.