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

Accurate 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 Q1	–	Sell	-7,066	Closed	-$644K	–	395
2024 Q4	$644K	Buy	7,066 +168	+2%	+$16.2K	0.12%	172
2024 Q3	$670K	Buy	+6,898	New	+$631K	0.13%	156
2023 Q1	–	Sell	-624	Closed	-$42.5K	–	953
2022 Q4	$42.5K	Buy	+624	New	+$40.5K	0.02%	493

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Accurate Wealth Management's MOAT Position: Q1 2025 in Review

Accurate Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 7,066 shares — an estimated $644K sold.

Accurate Wealth Management first reported a position in MOAT in Q4 2022 and held it in 3 quarters. The position peaked at $670K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Accurate Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Accurate Wealth Management sold 7,066 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $644K.
Accurate Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 3 quarters.
Accurate Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $670K in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.