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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lowe Wealth Advisors's MOAT Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q3 2025, selling an estimated $21.9K and leaving 1,909 shares worth $189K. The position accounts for 0.07% of the portfolio, ranked #60.

Lowe Wealth Advisors first reported a position in MOAT in Q1 2023 and has held it in 11 quarters since. The position peaked at $230K in Q4 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Lowe Wealth Advisors held 1,909 shares of VanEck Morningstar Wide Moat ETF worth $189K as of Q3 2025.
Lowe Wealth Advisors sold 225 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $21.9K.
VanEck Morningstar Wide Moat ETF made up 0.07% of Lowe Wealth Advisors's portfolio in Q3 2025, its #60 holding.
Lowe Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 11 quarters since.
Lowe Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $230K in Q4 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.