CIBC Private Wealth Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CIBC Private Wealth Group’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	$1.38M	Sell	13,323 -646	-5%	-$66K	﹤0.01%	654
2025 Q3	$1.38M	Sell	13,969 -3,525	-20%	-$344K	﹤0.01%	638
2025 Q2	$1.64M	Buy	17,494 +1,834	+12%	+$161K	﹤0.01%	585
2025 Q1	$1.2M	Buy	15,660 +22	+0.1%	+$2.02K	﹤0.01%	620
2024 Q4	$1.45M	Sell	15,638 -835	-5%	-$80.4K	﹤0.01%	625
2024 Q3	$1.6M	Buy	16,473 +1,250	+8%	+$114K	﹤0.01%	599
2024 Q2	$1.31M	Hold	15,223	–	–	﹤0.01%	609
2024 Q1	$1.36M	Sell	15,223 -18	-0.1%	-$1.54K	﹤0.01%	604
2023 Q4	$1.29M	Hold	15,241	–	–	﹤0.01%	585
2023 Q3	$1.16M	Buy	15,241 +18	+0.1%	+$1.43K	﹤0.01%	579
2023 Q2	$1.21M	Buy	+15,223	New	+$1.15M	﹤0.01%	566
2023 Q1	–	Sell	-3,283	Closed	-$213K	–	916
2022 Q4	$213K	Buy	+3,283	New	+$213K	﹤0.01%	720

Other funds holding MOAT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIBC Private Wealth Group's MOAT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.6% in Q4 2025, selling an estimated $66K and leaving 13,323 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #654.

CIBC Private Wealth Group first reported a position in MOAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.64M in Q2 2025. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

CIBC Private Wealth Group held 13,323 shares of VanEck Morningstar Wide Moat ETF worth $1.38M as of Q4 2025.
CIBC Private Wealth Group sold 646 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $66K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #654 holding.
CIBC Private Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 12 quarters since.
CIBC Private Wealth Group's VanEck Morningstar Wide Moat ETF position peaked at $1.64M in Q2 2025.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.