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

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Iams Wealth Management's MOAT Position: Q3 2025 in Review

Iams Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 5,105 shares — an estimated $479K sold.

Iams Wealth Management first reported a position in MOAT in Q3 2023 and held it in 8 quarters. The position peaked at $860K in Q4 2023. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Iams Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Iams Wealth Management sold 5,105 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $479K.
Iams Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 8 quarters.
Iams Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $860K in Q4 2023.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.