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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
2023
Q3 		– Sell
-27,898
Closed -$2.21M – 202
2023
Q2 		$2.21M Buy
+27,898
New +$2.1M 0.81% 41

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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.