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IAM Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IAM Advisory’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
-47,468
Closed -$4.4M – 103
2024
Q4 		$4.4M Sell
47,468
-848
-2% -$81.7K 1.12% 16
2024
Q3 		$4.68M Sell
48,316
-166
-0.3% -$15.2K 1.18% 15
2024
Q2 		$4.2M Buy
48,482
+1,053
+2% +$91.5K 1.14% 15
2024
Q1 		$4.26M Sell
47,429
-283
-0.6% -$24.3K 1.17% 14
2023
Q4 		$4.05M Buy
47,712
+362
+0.8% +$28.1K 1.27% 14
2023
Q3 		$3.59M Sell
47,350
-898
-2% -$71.5K 1.25% 14
2023
Q2 		$3.85M Buy
+48,248
New +$3.63M 1.31% 13

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
Mesirow Financial Investment Management
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

IAM Advisory's MOAT Position: Q1 2025 in Review

IAM Advisory sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 47,468 shares — an estimated $4.4M sold.

IAM Advisory first reported a position in MOAT in Q2 2023 and held it in 7 quarters. The position peaked at $4.68M in Q3 2024. 707 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • IAM Advisory reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • IAM Advisory sold 47,468 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $4.4M.
  • IAM Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 7 quarters.
  • IAM Advisory's VanEck Morningstar Wide Moat ETF position peaked at $4.68M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on IAM Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.