LWA
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Lowe Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lowe Wealth Advisors’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 		$189K Sell
1,909
-225
-11% -$21.9K 0.07% 60
2025
Q2 		$200K Sell
2,134
-350
-14% -$30.7K 0.08% 57
2025
Q1 		$219K Hold
2,484
– – 0.09% 50
2024
Q4 		$230K Buy
2,484
+609
+32% +$58.7K 0.1% 50
2024
Q3 		$182K Buy
1,875
+35
+2% +$3.2K 0.08% 51
2024
Q2 		$159K Sell
1,840
-250
-12% -$21.7K 0.07% 53
2024
Q1 		$188K Buy
2,090
+281
+16% +$24.1K 0.09% 51
2023
Q4 		$154K Buy
1,809
+39
+2% +$3.03K 0.08% 59
2023
Q3 		$134K Sell
1,770
-500
-22% -$39.8K 0.07% 60
2023
Q2 		$181K Buy
2,270
+1,875
+475% +$141K 0.09% 55
2023
Q1 		$29.2K Buy
+395
New +$28K 0.02% 133

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 $376B 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 $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
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