Arete Wealth Advisors
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Arete Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arete Wealth 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
2025
Q3 		– Sell
-3,423
Closed -$321K – 575
2025
Q2 		$321K Sell
3,423
-3,534
-51% -$310K 0.02% 537
2025
Q1 		$612K Sell
6,957
-7,905
-53% -$727K 0.05% 335
2024
Q4 		$1.38M Sell
14,862
-620
-4% -$59.7K 0.1% 202
2024
Q3 		$1.5M Sell
15,482
-2,515
-14% -$230K 0.13% 162
2024
Q2 		$1.56M Sell
17,997
-9,169
-34% -$797K 0.13% 164
2024
Q1 		$2.44M Sell
27,166
-1,851
-6% -$159K 0.23% 105
2023
Q4 		$2.46M Buy
29,017
+25,856
+818% +$2.01M 0.19% 114
2023
Q3 		$240K Sell
3,161
-25,319
-89% -$2.02M 0.04% 398
2023
Q2 		$2.27M Buy
28,480
+7,661
+37% +$577K 0.2% 110
2023
Q1 		$1.54M Buy
20,819
+5,222
+33% +$371K 0.13% 148
2022
Q4 		$1.01M Sell
15,597
-343
-2% -$22.2K 0.09% 198
2022
Q3 		$956K Sell
15,940
-1,384
-8% -$93.1K 0.09% 187
2022
Q2 		$1.1M Buy
17,324
+322
+2% +$22.1K 0.11% 138
2022
Q1 		$1.27M Sell
17,002
-765
-4% -$56.4K 0.11% 155
2021
Q4 		$1.35M Buy
17,767
+568
+3% +$43K 0.12% 156
2021
Q3 		$1.26M Sell
17,199
-1,112
-6% -$83.7K 0.14% 144
2021
Q2 		$294K Buy
18,311
+371
+2% +$27K 0.04% 270
2021
Q1 		$1.24M Sell
17,940
-1,224
-6% -$80.7K 0.16% 139
2020
Q4 		$1.18M Buy
19,164
+11,116
+138% +$655K 0.17% 127
2020
Q3 		$441K Buy
8,048
+2,021
+34% +$110K 0.07% 225
2020
Q2 		$315K Buy
+6,027
New +$300K 0.05% 288
2014
Q1 		– Sell
-10,885
Closed -$314K – 119
2013
Q4 		$314K Buy
+10,885
New +$302K 0.31% 72

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Arete Wealth Advisors's MOAT Position: Q3 2025 in Review

Arete Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 3,423 shares — an estimated $321K sold.

Arete Wealth Advisors first reported a position in MOAT in Q4 2013 and held it in 22 quarters. The position peaked at $2.46M in Q4 2023. 683 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Arete Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,423 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $321K.
  • Arete Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and held it in 22 quarters.
  • Arete Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.46M in Q4 2023.
  • 683 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

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