Keeler Thomas Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Keeler Thomas 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 Q2	–	Sell	-4,847	Closed	-$427K	–	122
2025 Q1	$427K	Sell	4,847 -8,880	-65%	-$817K	0.21%	72
2024 Q4	$1.27M	Sell	13,727 -4,578	-25%	-$441K	0.45%	52
2024 Q3	$1.77M	Buy	18,305 +10,264	+128%	+$939K	0.56%	52
2024 Q2	$696K	Sell	8,041 -5,030	-38%	-$437K	0.24%	56
2024 Q1	$1.18M	Buy	13,071 +2,843	+28%	+$244K	0.4%	54
2023 Q4	$866K	Sell	10,228 -9,303	-48%	-$722K	0.34%	54
2023 Q3	$1.39M	Buy	+19,531	New	+$1.56M	0.51%	52

Other funds holding MOAT

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keeler Thomas Management's MOAT Position: Q2 2025 in Review

Keeler Thomas Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 4,847 shares — an estimated $427K sold.

Keeler Thomas Management first reported a position in MOAT in Q3 2023 and held it in 7 quarters. The position peaked at $1.77M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Keeler Thomas Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Keeler Thomas Management sold 4,847 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $427K.
Keeler Thomas Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 7 quarters.
Keeler Thomas Management's VanEck Morningstar Wide Moat ETF position peaked at $1.77M in Q3 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Keeler Thomas Management's 13F filing for Q2 2025, filed 31 Jul 2025.