Wipfli Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wipfli Financial 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 Q3	$8K	Buy	+126	New	+$8.47K	﹤0.01%	1929

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

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

OIA

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

Wipfli Financial Advisors's MOAT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022: 126 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1929 among its holdings.

351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Wipfli Financial Advisors held 126 shares of VanEck Morningstar Wide Moat ETF worth $8K as of Q3 2022.
VanEck Morningstar Wide Moat ETF was a new Wipfli Financial Advisors position in Q3 2022.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1929 holding.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.