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

Iams Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$479K	Buy
2025 Q1	$440K	Buy
2024 Q4	$430K	Sell
2024 Q3	$558K	Sell
2024 Q2	$753K	Buy
2024 Q1	$694K	Sell
2023 Q4	$860K	Buy
2023 Q3	$711K	Buy
2023 Q2	–	Hold