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Hickory Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hickory Asset 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
2025
Q2 		$1.28M Sell
13,683
-6,509
-32% -$571K 1.06% 27
2025
Q1 		$1.78M Sell
20,192
-1,839
-8% -$169K 1.58% 19
2024
Q4 		$2.04M Buy
+22,031
New +$2.12M 1.74% 17

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hickory Asset Management's MOAT Position: Q2 2025 in Review

Hickory Asset Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 32% in Q2 2025, selling an estimated $571K and leaving 13,683 shares worth $1.28M. The position accounts for 1.06% of the portfolio, ranked #27.

Hickory Asset Management first reported a position in MOAT in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Hickory Asset Management held 13,683 shares of VanEck Morningstar Wide Moat ETF worth $1.28M as of Q2 2025.
  • Hickory Asset Management sold 6,509 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $571K.
  • VanEck Morningstar Wide Moat ETF made up 1.06% of Hickory Asset Management's portfolio in Q2 2025, its #27 holding.
  • Hickory Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 3 quarters since.
  • Hickory Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $2.04M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.