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

Financial Gravity Companies’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 		$97.4K Buy
+1,039
New +$91.1K 0.02% 227
2018
Q1 		$8K Buy
+202
New +$8.77K 0.01% 619

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 $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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Gravity Companies's MOAT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025: 1,039 shares worth $97.4K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MOAT as recently as Q1 2018.

Financial Gravity Companies first reported a position in MOAT in Q1 2018 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Financial Gravity Companies held 1,039 shares of VanEck Morningstar Wide Moat ETF worth $97.4K as of Q2 2025.
  • VanEck Morningstar Wide Moat ETF was a new Financial Gravity Companies position in Q2 2025.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #227 holding.
  • Financial Gravity Companies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.