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

Accredited 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	$8.55M	Sell	3,610 -79,184	-96%	-$7.72M	6.37%	3
2025 Q2	$7.77M	Sell	82,794 -2,954	-3%	-$259K	6.29%	3
2025 Q1	$7.55M	Buy	85,748 +1,672	+2%	+$154K	6.37%	3
2024 Q4	$7.8M	Buy	+84,076	New	+$8.1M	6.82%	2

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Accredited Wealth Management's MOAT Position: Q3 2025 in Review

Accredited Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 96% in Q3 2025, selling an estimated $7.72M and leaving 3,610 shares worth $8.55M. The position accounts for 6.37% of the portfolio, ranked #3.

Accredited Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 4 quarters since. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Accredited Wealth Management held 3,610 shares of VanEck Morningstar Wide Moat ETF worth $8.55M as of Q3 2025.
Accredited Wealth Management sold 79,184 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $7.72M.
VanEck Morningstar Wide Moat ETF made up 6.37% of Accredited Wealth Management's portfolio in Q3 2025, its #3 holding.
Accredited Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 4 quarters since.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.