Guerra Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Guerra Advisors’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	$2.97K	Buy	+30	New	+$2.93K	﹤0.01%	472

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guerra Advisors's MOAT Position: Q3 2025 in Review

Guerra Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025: 30 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Guerra Advisors held 30 shares of VanEck Morningstar Wide Moat ETF worth $2.97K as of Q3 2025.
VanEck Morningstar Wide Moat ETF was a new Guerra Advisors position in Q3 2025.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #472 holding.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.