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Castleview Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Castleview Partners’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
Q1 		– Sell
-15,304
Closed -$1.41M – 418
2024
Q4 		$1.41M Sell
15,304
-183
-1% -$17.6K 0.76% 25
2024
Q3 		$1.5M Buy
15,487
+250
+2% +$22.9K 0.87% 20
2024
Q2 		$1.32M Buy
15,237
+100
+0.7% +$8.69K 0.75% 25
2024
Q1 		$1.36M Sell
15,137
-380
-2% -$32.6K 0.76% 23
2023
Q4 		$1.32M Buy
15,517
+15,477
+38,693% +$1.2M 0.92% 17
2023
Q3 		$3.03K Buy
+40
New +$3.19K ﹤0.01% 525

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Castleview Partners's MOAT Position: Q1 2025 in Review

Castleview Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 15,304 shares — an estimated $1.41M sold.

Castleview Partners first reported a position in MOAT in Q3 2023 and held it in 6 quarters. The position peaked at $1.5M in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Castleview Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 15,304 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $1.41M.
  • Castleview Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 6 quarters.
  • Castleview Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.5M in Q3 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.