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Kathleen S. Wright Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kathleen S. Wright Associates’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 		$16.7M Buy
168,156
+4,626
+3% +$451K 6.18% 3
2025
Q2 		$15.3M Buy
163,530
+3,570
+2% +$313K 5.99% 3
2025
Q1 		$14.1M Buy
159,960
+1,280
+0.8% +$118K 5.82% 4
2024
Q4 		$14.7M Buy
158,680
+12,005
+8% +$1.16M 6.13% 3
2024
Q3 		$14.2M Buy
146,675
+2,263
+2% +$207K 5.87% 3
2024
Q2 		$12.5M Buy
144,412
+9,096
+7% +$790K 5.75% 4
2024
Q1 		$12.2M Buy
135,316
+9,842
+8% +$844K 5.73% 4
2023
Q4 		$10.6M Buy
125,474
+9,405
+8% +$730K 5.41% 4
2023
Q3 		$8.8M Buy
116,069
+13,395
+13% +$1.07M 4.92% 4
2023
Q2 		$8.19M Buy
102,674
+8,806
+9% +$663K 5.22% 4
2023
Q1 		$6.93M Sell
93,868
-588
-0.6% -$41.7K 4.55% 5
2022
Q4 		$6.13M Buy
94,456
+12,327
+15% +$800K 4.15% 4
2022
Q3 		$4.93M Buy
82,129
+10,166
+14% +$684K 4% 3
2022
Q2 		$4.59M Buy
71,963
+4,297
+6% +$295K 3.86% 4
2022
Q1 		$5.05M Sell
67,666
-352
-0.5% -$25.9K 3.69% 4
2021
Q4 		$5.18M Buy
+68,018
New +$5.15M 3.81% 4

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 $6.18B AUM 18.43% 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

Kathleen S. Wright Associates's MOAT Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.8% in Q3 2025, buying an estimated $451K and bringing the position to 168,156 shares worth $16.7M. The position accounts for 6.18% of the portfolio, ranked #3.

Kathleen S. Wright Associates first reported a position in MOAT in Q4 2021 and has held it in 16 quarters since. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Kathleen S. Wright Associates held 168,156 shares of VanEck Morningstar Wide Moat ETF worth $16.7M as of Q3 2025.
  • Kathleen S. Wright Associates bought 4,626 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $451K.
  • VanEck Morningstar Wide Moat ETF made up 6.18% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #3 holding.
  • Kathleen S. Wright Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 16 quarters since.
  • 679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.