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

GeoWealth 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	–	Sell	-275	Closed	-$25.8K	–	1044
2025 Q2	$25.8K	Buy	+275	New	+$24.1K	﹤0.01%	1033
2025 Q1	–	Sell	-319	Closed	-$29.6K	–	1520
2024 Q4	$29.6K	Sell	319 -108,134	-100%	-$10.4M	﹤0.01%	1294
2024 Q3	$10.5M	Buy	+108,453	New	+$9.92M	0.37%	50
2024 Q2	–	Sell	-2,422	Closed	-$218K	–	921
2024 Q1	$218K	Sell	2,422 -207,010	-99%	-$17.8M	0.01%	661
2023 Q4	$17.8M	Buy	209,432 +205,979	+5,965%	+$16M	1.47%	9
2023 Q3	$262K	Sell	3,453 -34,852	-91%	-$2.78M	0.03%	248
2023 Q2	$3.06M	Buy	+38,305	New	+$2.88M	0.33%	61
2022 Q2	–	Sell	-384,852	Closed	-$28.7M	–	369
2022 Q1	$28.7M	Buy	+384,852	New	+$28.4M	2.53%	6
2021 Q4	–	Sell	-41,889	Closed	-$3.07M	–	400
2021 Q3	$3.07M	Buy	+41,889	New	+$3.15M	0.25%	86

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

GeoWealth Management's MOAT Position: Q3 2025 in Review

GeoWealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 275 shares — an estimated $25.8K sold.

GeoWealth Management first reported a position in MOAT in Q3 2021 and held it in 9 quarters. The position peaked at $28.7M in Q1 2022. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

GeoWealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 275 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $25.8K.
GeoWealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 9 quarters.
GeoWealth Management's VanEck Morningstar Wide Moat ETF position peaked at $28.7M in Q1 2022.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.