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Cambria Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cambria Investment 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
Q3 		– Sell
-2,153
Closed -$202K – 555
2025
Q2 		$202K Buy
+2,153
New +$189K 0.01% 426

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Bank of America
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Raymond James Financial
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MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambria Investment Management's MOAT Position: Q3 2025 in Review

Cambria Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 2,153 shares — an estimated $202K sold.

Cambria Investment Management first reported a position in MOAT in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Cambria Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Cambria Investment Management sold 2,153 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $202K.
  • Cambria Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 1 quarter.
  • Cambria Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $202K in Q2 2025.
  • 680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Cambria Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.