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Arlington Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arlington Financial 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
Q4 		– Sell
-3,382
Closed -$335K – 120
2025
Q3 		$335K Buy
+3,382
New +$330K 0.05% 88

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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arlington Financial Advisors's MOAT Position: Q4 2025 in Review

Arlington Financial Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 3,382 shares — an estimated $335K sold.

Arlington Financial Advisors first reported a position in MOAT in Q3 2025 and held it in 1 quarter. The position peaked at $335K in Q3 2025. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

  • Arlington Financial Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,382 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $335K.
  • Arlington Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $335K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Arlington Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.