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

Financial Advocates 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
Q2 		– Sell
-79,422
Closed -$6.99M – 717
2025
Q1 		$6.99M Buy
79,422
+5,370
+7% +$494K 0.49% 46
2024
Q4 		$6.87M Buy
74,052
+1,426
+2% +$137K 0.39% 53
2024
Q3 		$7.04M Sell
72,626
-6,080
-8% -$556K 0.4% 57
2024
Q2 		$6.82M Buy
78,706
+782
+1% +$67.9K 0.42% 47
2024
Q1 		$7.01M Buy
77,924
+7,541
+11% +$647K 0.41% 58
2023
Q4 		$5.97M Buy
70,383
+67,426
+2,280% +$5.24M 0.39% 64
2023
Q3 		$224K Buy
+2,957
New +$235K 0.02% 620
2022
Q3 		– Sell
-34,084
Closed -$2.17M – 801
2022
Q2 		$2.17M Sell
34,084
-40,949
-55% -$2.81M 0.18% 143
2022
Q1 		$5.61M Buy
75,033
+36,243
+93% +$2.67M 0.37% 62
2021
Q4 		$2.95M Sell
38,790
-17,316
-31% -$1.31M 0.19% 128
2021
Q3 		$4.11M Buy
56,106
+7,131
+15% +$537K 0.28% 89
2021
Q2 		$3.63M Buy
48,975
+1,089
+2% +$79.3K 0.24% 99
2021
Q1 		$3.32M Buy
47,886
+4,250
+10% +$280K 0.24% 96
2020
Q4 		$2.7M Buy
+43,636
New +$2.57M 0.18% 120
2020
Q1 		– Sell
-43,328
Closed -$2.37M – 523
2019
Q4 		$2.37M Sell
43,328
-1,733
-4% -$91.7K 0.25% 102
2019
Q3 		$2.26M Buy
45,061
+23,702
+111% +$1.16M 0.26% 106
2019
Q2 		$1.03M Buy
+21,359
New +$1.01M 0.12% 182

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's MOAT Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 79,422 shares — an estimated $6.99M sold.

Financial Advocates Investment Management first reported a position in MOAT in Q2 2019 and held it in 17 quarters. The position peaked at $7.04M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 79,422 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $6.99M.
  • Financial Advocates Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and held it in 17 quarters.
  • Financial Advocates Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $7.04M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.