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

Ameliora 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 Q2	–	Sell	-1,750	Closed	-$154K	–	232
2025 Q1	$154K	Sell	1,750 -1,500	-46%	-$138K	0.06%	112
2024 Q4	$301K	Hold	3,250	–	–	0.11%	81
2024 Q3	$315K	Hold	3,250	–	–	0.13%	65
2024 Q2	$281K	Hold	3,250	–	–	0.13%	72
2024 Q1	$292K	Buy	+3,250	New	+$279K	0.13%	75

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameliora Wealth Management's MOAT Position: Q2 2025 in Review

Ameliora Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 1,750 shares — an estimated $154K sold.

Ameliora Wealth Management first reported a position in MOAT in Q1 2024 and held it in 5 quarters. The position peaked at $315K in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Ameliora Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Ameliora Wealth Management sold 1,750 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $154K.
Ameliora Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 5 quarters.
Ameliora Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $315K in Q3 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.