KTM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return