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

Abich Financial 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
2025
Q3 		$14.9K Buy
+150
New +$14.6K 0.01% 425

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Abich Financial Wealth Management's MOAT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025: 150 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings.

679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Abich Financial Wealth Management held 150 shares of VanEck Morningstar Wide Moat ETF worth $14.9K as of Q3 2025.
  • VanEck Morningstar Wide Moat ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #425 holding.
  • 679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.