LIWM
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Long Island Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Long Island Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.65M Sell
17,610
-91,382
-84% -$8.57M 0.86% 23
2025
Q1 		$9.59M Buy
108,992
+11,862
+12% +$1.04M 5.84% 4
2024
Q4 		$9.01M Buy
+97,130
New +$9.01M 5.64% 5