GSWM
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Golden State Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Golden State Wealth 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 		$20.6K Hold
213
– – ﹤0.01% 907
2025
Q4 		$22.1K Buy
213
+9
+4% +$919 ﹤0.01% 900
2025
Q3 		$20.2K Hold
204
– – ﹤0.01% 913
2025
Q2 		$19.1K Hold
204
– – ﹤0.01% 899
2025
Q1 		$18K Hold
204
– – ﹤0.01% 831
2024
Q4 		$18.9K Buy
+204
New +$19.7K ﹤0.01% 780
2020
Q2 		– Sell
-1,406
Closed -$62K – 633
2020
Q1 		$62K Buy
+1,406
New +$72.3K 0.03% 323
2019
Q4 		– Sell
-2,295
Closed -$115K – 604
2019
Q3 		$115K Buy
2,295
+57
+3% +$2.79K 0.04% 295
2019
Q2 		$107K Hold
2,238
– – 0.03% 321
2019
Q1 		$104K Buy
+2,238
New +$101K 0.03% 318

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