FSA
MOAT icon

Financial Services Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Services Advisory’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
Q1 		– Sell
-38,778
Closed -$3.6M – 49
2024
Q4 		$3.6M Sell
38,778
-4,555
-11% -$439K 0.84% 26
2024
Q3 		$4.2M Buy
+43,333
New +$3.96M 1.02% 24
2023
Q3 		– Sell
-178,121
Closed -$14.2M – 55
2023
Q2 		$14.2M Buy
+178,121
New +$13.4M 5.88% 8
2022
Q2 		– Sell
-120,870
Closed -$9.03M – 20
2022
Q1 		$9.03M Sell
120,870
-175,770
-59% -$13M 14.02% 2
2021
Q4 		$22.6M Sell
296,640
-19,302
-6% -$1.46M 7.21% 7
2021
Q3 		$23.1M Sell
315,942
-24,210
-7% -$1.82M 7.85% 7
2021
Q2 		$25.2M Buy
340,152
+91,058
+37% +$6.63M 10.76% 3
2021
Q1 		$17.3M Sell
249,094
-1,118
-0.4% -$73.7K 7.84% 5
2020
Q4 		$15.5M Buy
250,212
+239,608
+2,260% +$14.1M 5.98% 9
2020
Q3 		$579K Sell
10,604
-240,442
-96% -$13.1M 0.42% 16
2020
Q2 		$13.1M Buy
+251,046
New +$12.5M 6.65% 6
2020
Q1 		– Sell
-182,182
Closed -$9.98M – 20
2019
Q4 		$9.98M Buy
+182,182
New +$9.64M 4.12% 11

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Services Advisory's MOAT Position: Q1 2025 in Review

Financial Services Advisory sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 38,778 shares — an estimated $3.6M sold.

Financial Services Advisory first reported a position in MOAT in Q4 2019 and held it in 12 quarters. The position peaked at $25.2M in Q2 2021. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Financial Services Advisory reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Services Advisory sold 38,778 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $3.6M.
  • Financial Services Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 12 quarters.
  • Financial Services Advisory's VanEck Morningstar Wide Moat ETF position peaked at $25.2M in Q2 2021.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Financial Services Advisory's 13F filing for Q1 2025, filed 12 May 2025.