IWM
MOAT icon

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

Iams Wealth 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
Q3 		– Sell
-5,105
Closed -$479K – 189
2025
Q2 		$479K Buy
5,105
+105
+2% +$9.21K 0.22% 116
2025
Q1 		$440K Buy
5,000
+358
+8% +$32.9K 0.2% 115
2024
Q4 		$430K Sell
4,642
-1,112
-19% -$107K 0.2% 118
2024
Q3 		$558K Sell
5,754
-2,944
-34% -$269K 0.27% 98
2024
Q2 		$753K Buy
8,698
+656
+8% +$57K 0.41% 71
2024
Q1 		$694K Sell
8,042
-2,092
-21% -$179K 0.42% 70
2023
Q4 		$860K Buy
10,134
+765
+8% +$59.4K 0.56% 59
2023
Q3 		$711K Buy
+9,369
New +$746K 0.49% 63
2023
Q2 		– Hold
0
– – – 226

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MFIM
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Wells Fargo
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BFA
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Commonwealth Equity Services
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Cetera Investment Advisers
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Jones Financial Companies
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