HWM
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HB Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HB Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Buy
11,771
+3,431
+41% +$322K 0.01% 492
2025
Q1 		$734K Buy
+8,340
New +$734K 0.01% 618