IA
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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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return