CWMK
MOAT icon

Caliber Wealth Management (Kansas)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.56M Sell
16,616
-2,740
-14% -$257K 0.17% 119
2025
Q1 		$1.7M Buy
+19,356
New +$1.7M 0.23% 101