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

Gries Financial’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	$2.03M	Sell	20,459 -353	-2%	-$34.4K	0.32%	71
2025 Q2	$1.95M	Buy	20,812 +681	+3%	+$59.7K	0.36%	60
2025 Q1	$1.77M	Sell	20,131 -811	-4%	-$74.6K	0.34%	69
2024 Q4	$1.94M	Sell	20,942 -729	-3%	-$70.2K	0.34%	62
2024 Q3	$2.1M	Buy	21,671 +9,094	+72%	+$832K	0.39%	59
2024 Q2	$1.09M	Sell	12,577 -18,132	-59%	-$1.58M	0.22%	104
2024 Q1	$2.76M	Buy	30,709 +26,806	+687%	+$2.3M	0.46%	53
2023 Q4	$331K	Buy	+3,903	New	+$303K	0.07%	161

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

Gries Financial's MOAT Position: Q3 2025 in Review

Gries Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.7% in Q3 2025, selling an estimated $34.4K and leaving 20,459 shares worth $2.03M. The position accounts for 0.32% of the portfolio, ranked #71.

Gries Financial first reported a position in MOAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.76M in Q1 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Gries Financial held 20,459 shares of VanEck Morningstar Wide Moat ETF worth $2.03M as of Q3 2025.
Gries Financial sold 353 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $34.4K.
VanEck Morningstar Wide Moat ETF made up 0.32% of Gries Financial's portfolio in Q3 2025, its #71 holding.
Gries Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 8 quarters since.
Gries Financial's VanEck Morningstar Wide Moat ETF position peaked at $2.76M in Q1 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.