IAG Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IAG Wealth Partners’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 Q4	–	Sell	-378	Closed	-$37.5K	–	513
2025 Q3	$37.5K	Buy	378 +263	+229%	+$25.7K	﹤0.01%	244
2025 Q2	$10.8K	Sell	115 -65	-36%	-$5.7K	﹤0.01%	333
2025 Q1	$15.8K	Sell	180 -1,040	-85%	-$95.7K	﹤0.01%	294
2024 Q4	$113K	Buy	1,220 +30	+3%	+$2.89K	0.02%	126
2024 Q3	$115K	Sell	1,190 -988	-45%	-$90.3K	0.02%	119
2024 Q2	$189K	Buy	2,178 +1,093	+101%	+$95K	0.04%	94
2024 Q1	$97.5K	Hold	1,085	–	–	0.02%	121
2023 Q4	$92.1K	Hold	1,085	–	–	0.02%	112
2023 Q3	$82.3K	Hold	1,085	–	–	0.02%	112
2023 Q2	$86.6K	Hold	1,085	–	–	0.02%	124
2023 Q1	$80.1K	Buy	+1,085	New	+$77K	0.02%	112

Other funds holding MOAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

IAG Wealth Partners's MOAT Position: Q4 2025 in Review

IAG Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 378 shares — an estimated $37.5K sold.

IAG Wealth Partners first reported a position in MOAT in Q1 2023 and held it in 11 quarters. The position peaked at $189K in Q2 2024. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

IAG Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 378 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $37.5K.
IAG Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and held it in 11 quarters.
IAG Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $189K in Q2 2024.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.