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

Financial Gravity 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
2026
Q1 		$106K Hold
1,094
– – 0.02% 222
2025
Q4 		$113K Sell
1,094
-120
-10% -$12.3K 0.02% 169
2025
Q3 		$120K Buy
+1,214
New +$118K 0.02% 201
2025
Q1 		$29.3K Buy
+333
New +$30.6K 0.01% 415
2023
Q3 		– Sell
-300
Closed -$24 – 1561
2023
Q2 		$24 Buy
+300
New +$22.6K ﹤0.01% 1480
2018
Q3 		$9K Hold
202
– – 0.01% 600
2018
Q2 		$9K Hold
202
– – 0.01% 594
2018
Q1 		$8K Buy
+202
New +$8.77K 0.01% 619

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return