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GWN Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

GWN Securities’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
-5,663
Closed -$543K – 745
2024
Q4 		$543K Buy
+5,663
New +$546K 0.15% 150

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GWN Securities's MOAT Position: Q1 2025 in Review

GWN Securities sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 5,663 shares — an estimated $543K sold.

GWN Securities first reported a position in MOAT in Q4 2024 and held it in 1 quarter. The position peaked at $543K in Q4 2024. 707 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • GWN Securities reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • GWN Securities sold 5,663 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $543K.
  • GWN Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 1 quarter.
  • GWN Securities's VanEck Morningstar Wide Moat ETF position peaked at $543K in Q4 2024.
  • 707 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.