Creekmur Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Creekmur Asset 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	$16.4K	Hold	165	–	–	﹤0.01%	465
2025 Q2	$15.5K	Hold	165	–	–	﹤0.01%	468
2025 Q1	$14.5K	Hold	165	–	–	﹤0.01%	437
2024 Q4	$15.3K	Hold	165	–	–	﹤0.01%	373
2024 Q3	$16K	Hold	165	–	–	﹤0.01%	379
2024 Q2	$14.3K	Sell	165 -41	-20%	-$3.56K	﹤0.01%	443
2024 Q1	$18.5K	Buy	206 +130	+171%	+$11.2K	0.01%	389
2023 Q4	$6.42K	Buy	+76	New	+$5.9K	﹤0.01%	567

Other funds holding MOAT

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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

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

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

Creekmur Asset Management's MOAT Position: Q3 2025 in Review

Creekmur Asset Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2025 at 165 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Creekmur Asset Management first reported a position in MOAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.5K in Q1 2024. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Creekmur Asset Management held 165 shares of VanEck Morningstar Wide Moat ETF worth $16.4K as of Q3 2025.
Creekmur Asset Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2025.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #465 holding.
Creekmur Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $18.5K in Q1 2024.
680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

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