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Kozak & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kozak & 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
Q1 		– Sell
-73
Closed -$6.76K – 466
2024
Q4 		$6.76K Buy
+73
New +$7.03K ﹤0.01% 271

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kozak & Associates's MOAT Position: Q1 2025 in Review

Kozak & Associates sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 73 shares — an estimated $6.76K sold.

Kozak & Associates first reported a position in MOAT in Q4 2024 and held it in 1 quarter. The position peaked at $6.76K in Q4 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Kozak & Associates reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Kozak & Associates sold 73 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $6.76K.
  • Kozak & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 1 quarter.
  • Kozak & Associates's VanEck Morningstar Wide Moat ETF position peaked at $6.76K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Kozak & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.